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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
$1.58B
AUM Growth
+$56.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$157M
2
+$76.5M
3
+$54.1M
4
VUG icon
Vanguard Growth ETF
VUG
+$19M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$16.9M

Top Sells

1
+$98.7M
2
+$73M
3
+$49.1M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$48.6M
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$40M

Sector Composition

1 Financials 1.48%
2 Consumer Staples 1.15%
3 Technology 0.93%
4 Real Estate 0.86%
5 Utilities 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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-7,761
202
– –
-6,773
203
– –
-10,967
204
– –
-7,774
205
– –
-56,998
206
– –
-4,701
207
– –
-296,392
208
– –
-4,523
209
– –
-17,996
210
– –
-48,159
211
– –
-755,381
212
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0
213
– –
-12,501
214
– –
-4,179
5 6 7 8
9