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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
$1.51B
AUM Growth
+$92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$75.3M
3
+$67.5M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$57.1M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$34.7M

Top Sells

1
+$107M
2
+$79.3M
3
+$73.1M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$62.4M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$49.2M

Sector Composition

1 Industrials 0.92%
2 Consumer Staples 0.89%
3 Financials 0.75%
4 Technology 0.68%
5 Consumer Discretionary 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-7,131
202
– –
-34,506
203
– –
-3,272
204
– –
-2,282
205
– –
-1,968,330
206
– –
-9,232
207
– –
-3,985
5 6 7 8
9