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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
$1.44B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$128M
2
+$98.7M
3
+$95.9M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$91.2M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$89.3M

Top Sells

1
+$173M
2
+$164M
3
+$118M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$103M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$45M

Sector Composition

1 Financials 0.38%
2 Healthcare 0.34%
3 Industrials 0.31%
4 Technology 0.29%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-943,054
152
– –
-4,791
153
– –
-5,036
154
– –
-81,173
3 4 5 6
7