HI

Horizon Investments Portfolio holdings

AUM $6.31B
1-Year Est. Return 17.93%
This Quarter Est. Return
1 Year Est. Return
+17.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
+$65.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$154M
2 +$149M
3 +$135M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$114M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$21.8M

Top Sells

1 +$71.9M
2 +$69.3M
3 +$68.5M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$53.9M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$37.1M

Sector Composition

1 Industrials 1.09%
2 Financials 0.76%
3 Consumer Discretionary 0.7%
4 Technology 0.54%
5 Consumer Staples 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-8,540
127
-468,047
128
-47,598
129
-5,825
130
-5,497
131
-13,154