Horizon Investments LLC

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Assets, Funds, Holdings

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Horizon Investments LLC
CRD #109552
SEC #801-57316
CIK #
AUM $3.7 BB (90% Disc, 100% US)
Employees60 (20% Investors, 37% Brokers)
Phone704-544-2399
Address6210 Ardrey Kell Road
Charlotte, NC 28277
Source IAPDexternal Websiteexternal Twitterexternal LinkedInexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
VTV 68.0
VUG 56.6
FEZ 24.5
IEMG 23.4
XRT 22.6
VTV 16.5
DXJ 16.3
VO 14.9
SPY 14.8
CWI 14.4
View All
Holdings by Sector ($BB)
Limited Partners 2011 - 2019
New York State and Local Retirement System
San Diego County Employees Retirement Association
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Lourd Capital LLC
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