HI

Horizon Investments Portfolio holdings

AUM $6.31B
1-Year Est. Return 17.93%
This Quarter Est. Return
1 Year Est. Return
+17.93%
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 Sells

1 +$107M
2 +$79.3M
3 +$75.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$64M
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
-3,985
202
-15,606
203
-11,420
204
-7,131
205
-34,506
206
-3,272
207
-2,282