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S&P Futures
4,154.50 -37.00 (-0.88%) Dow Futures
34,011.00 -86.00 (-0.25%) Nasdaq Futures
12,588.50 -258.25 (-2.01%) Russell 2000 Futures
2,002.90 -5.00 (-0.25%) Crude Oil
75.19 -0.69 (-0.91%) Gold
1,925.30 -5.50 (-0.28%)
Horizon Active Asset Allocation Fund Investor Class (AAANX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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At close: 08:00PM EST
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Overall Portfolio Composition (%)
Cash0.84%
Stocks99.15%
Bonds0.00%
Others0.01%
Preferred0.00%
Convertable0.00%
Sector Weightings (%)
Sector(s)AAANX
Basic Materials3.72%
Consumer Cyclical11.04%
Financial Services16.09%
Real Estate2.91%
Consumer Defensive7.56%
Healthcare11.17%
Utilities6.16%
Communication Services8.50%
Energy3.71%
Industrials10.89%
Technology18.25%
Equity Holdings
AverageAAANXCategory Average
Price/Earnings22.5321.77
Price/Book3.072.97
Price/Sales2.112.15
Price/Cashflow14.0313.79
Median Market Cap65,770.6775,685.47
3 Year Earnings Growth11.814.22
Bond Holdings
AverageAAANXCategory Average
MaturityN/A4.39
DurationN/A6.14
Credit QualityN/AN/A
Bond Ratings
Sector(s)AAANX
US Government0.00%
AAA0.00%
AA0.00%
A0.00%
BBB0.00%
BB0.00%
B0.00%
Below B0.00%
Others0.00%
Top 10 Holdings (85.84% of Total Assets)
Get Quotes for Top Holdings| Name | Symbol | % Assets |
|---|---|---|
| iShares Select Dividend ETF | DVY | 14.52% |
| Invesco S&P 500® Equal Weight ETF | RSP | 12.00% |
| Invesco QQQ Trust | QQQ | 10.55% |
| iShares Core MSCI Intl Dev Mkts ETF | IDEV | 9.79% |
| SPDR® Portfolio S&P 500 Value ETF | SPYV | 9.70% |
| iShares MSCI USA Quality Factor ETF | QUAL | 7.65% |
| iShares Core S&P Mid-Cap ETF | IJH | 6.77% |
| Xtrackers MSCI USA ESG Leaders Eq ETF | USSG | 5.04% |
| WisdomTree US Quality Dividend Gr ETF | DGRW | 4.94% |
| iShares MSCI USA Momentum Factor ETF | MTUM | 4.88% |
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