Horizon Managed Risk ETF SFTY

Medalist Rating as of | See Horizon Investments Investment Hub

Morningstar’s Analysis SFTY

Will SFTY outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Horizon Managed Risk ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings SFTY

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings41.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

7.1356M
Technology

Roundhill Magnificent Seven ETF

6.5151M
—

NVIDIA Corp

5.8646M
Technology

Microsoft Corp

5.7545M
Technology

Alphabet Inc Class A

4.5736M
Communication Services

Berkshire Hathaway Inc Class B

2.9823M
Financial Services

Eli Lilly and Co

2.4019M
Healthcare

Broadcom Inc

2.2918M
Technology

Amazon.com Inc

1.9715M
Consumer Cyclical

Meta Platforms Inc Class A

1.7814M
Communication Services

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