HI
Horizon Investments Portfolio holdings
AUM
$6.31B
1-Year Return
17.93%
This Quarter Return
+3.87%
1 Year Return
+17.93%
3 Year Return
+62.24%
5 Year Return
+123.26%
10 Year Return
+247.76%
AUM
$1.58B
AUM Growth
+$56.3M
(+3.7%)
Cap. Flow
+$56M
Cap. Flow
% of AUM
3.54%
Top 10 Holdings %
Top 10 Hldgs %
64.94%
Holding
214
New
61
Increased
76
Reduced
45
Closed
29
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$144M |
| 2 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$69.2M |
| 3 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$55.5M |
| 4 |
Vanguard Growth ETF
VUG
|
$17.3M |
| 5 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$16.8M |
Top Sells
Sector Composition
| 1 | Financials | 1.48% |
| 2 | Consumer Staples | 1.15% |
| 3 | Technology | 0.94% |
| 4 | Real Estate | 0.86% |
| 5 | Utilities | 0.82% |
