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HI

Horizon Investments Portfolio holdings

AUM $8.92B
1-Year Est. Return 25.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
+$90.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$43.3M
3
+$43.3M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$43.1M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$26.9M

Top Sells

1
+$60.3M
2
+$60.1M
3
+$57.9M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$48.8M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$28.9M

Sector Composition

1 Technology 0.78%
2 Healthcare 0.67%
3 Financials 0.64%
4 Industrials 0.5%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-50,237
127
– –
-69,939
128
– –
-6,954
129
– –
-70,808
130
– –
-253,352
131
– –
-183,903
132
– –
-5,336
133
– –
-5,559
134
– –
-2,752
135
– –
-4,088
2 3 4 5
6