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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
$7.61B
AUM Growth
+$1.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,285
New
Increased
Reduced
Closed

Top Buys

1
+$178M
2
+$52.9M
3
+$52.9M
4
NVDA icon
NVIDIA
NVDA
+$48.5M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$38.2M

Top Sells

1
+$87.6M
2
+$60.1M
3
+$37M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$31.5M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$29.4M

Sector Composition

1 Technology 16.2%
2 Financials 7.48%
3 Healthcare 5.71%
4 Communication Services 5.71%
5 Consumer Discretionary 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$558M 7.33%
5,336,660
-295,676
2
$349M 4.59%
4,358,364
-476,502
3
$252M 3.31%
1,350,640
+278,048
4
$226M 2.97%
436,539
+103,714
5
$210M 2.77%
4,917,945
-106,651
6
$201M 2.65%
3,641,782
-1,115,276
7
$195M 2.57%
4,173,780
-121,930
8
$180M 2.37%
6,979,723
+6,972,817
9
$149M 1.96%
784,998
-470,166
10
$136M 1.78%
558,301
+252,314
11
$135M 1.77%
530,813
+68,796
12
$122M 1.61%
370,974
+71,154
13
$122M 1.6%
166,124
+31,758
14
$115M 1.51%
1,207,696
+61,333
15
$99M 1.3%
450,974
+51,171
16
$77.6M 1.02%
1,177,770
+21,627
17
$60.8M 0.8%
2,287,937
+637,718
18
$60.3M 0.79%
310,003
+589
19
$59.6M 0.78%
875,217
-148,501
20
$56.8M 0.75%
1,059,071
+19,394
21
$52.4M 0.69%
117,866
+13,029
22
$49.2M 0.65%
97,850
-20,403
23
$47.2M 0.62%
1,150,656
-46,896
24
$43.6M 0.57%
235,081
+89,485
25
$40.5M 0.53%
129,038
+27,334
1
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