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Matt Chambers

@Horizon Investments, Llc

Latest period2024 - Q3ReportedManaged Assets$3.769BTotal holdings831
Assets growth rate4.2%Assets growth rate (2-Q avg)-0.44%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Horizon Investments, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 831 positions.

Assets under management

The assets under management (AUM) of Horizon Investments, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.769B in assets, with a quarterly growth rate of 4.2% and a 2-quarter average growth rate of -0.44%. The portfolio is managed by Matt Chambers, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPEMSpdr Index Shs Fds Portfolio E
Recent Activity
Decreased -4.58%
4.79%
$180.31M
4.368M shares@ $41.29 avg price
SPYVSpdr Ser Tr Prtflo Sp500 Vl
Recent Activity
Decreased -61.31%
2.04%
$76.513M
1.447M shares@ $52.87 avg price
EWJIshares Inc Msci Jpn Etf New
Recent Activity
Decreased -27.55%
1.53%
$57.65M
805,836 shares@ $71.54 avg price
HYLBDbx Etf Tr Xtrack Usd High
Recent Activity
Decreased -7.78%
0.49%
$18.43M
504,509 shares@ $36.54 avg price
NVDANvidia Corporation Com
Recent Activity
Decreased -13.31%
0.45%
$16.779M
138,168 shares@ $121.45 avg price
MSFTMicrosoft Corp Com
Recent Activity
Decreased -1.09%
0.36%
$13.303M
30,916 shares@ $430.31 avg price
XLKSelect Sector Spdr Tr Technolo
Recent Activity
Decreased -1.9%
0.35%
$13.015M
57,648 shares@ $225.76 avg price
IEFAIshares Tr Core Msci Eafe
Recent Activity
Decreased -20.01%
0.32%
$11.898M
152,446 shares@ $78.05 avg price
IUSGIshares Tr Core Sp Us Gwt
Recent Activity
Decreased -6.32%
0.29%
$10.622M
80,525 shares@ $131.92 avg price
TIPIshares Tr Tips Bd Etf
Recent Activity
Decreased -0.4%
0.27%
$10.104M
91,635 shares@ $110.26 avg price