HI
Horizon Investments Portfolio holdings
AUM
$6.31B
This Quarter Return
-0.08%
1 Year Return
+17.93%
3 Year Return
+62.24%
5 Year Return
+123.26%
10 Year Return
+247.76%
AUM
$1.77B
AUM Growth
+$1.77B
(+12%)
Cap. Flow
+$96.1M
Cap. Flow
% of AUM
5.43%
Top 10 Holdings %
Top 10 Hldgs %
63.36%
Holding
250
New
61
Increased
68
Reduced
54
Closed
61
Top Buys
| 1 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$221M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$111M |
| 3 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$111M |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
$77.6M |
| 5 |
Vanguard FTSE Pacific ETF
VPL
|
$56.3M |
Top Sells
| 1 |
Vanguard Value ETF
VTV
|
$207M |
| 2 |
Vanguard Growth ETF
VUG
|
$171M |
| 3 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$69.2M |
| 4 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$55.5M |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
$50M |
Sector Composition
| 1 | Technology | 1.04% |
| 2 | Industrials | 0.98% |
| 3 | Financials | 0.95% |
| 4 | Healthcare | 0.93% |
| 5 | Utilities | 0.92% |
