HBTA

Horizon Funds$32.09-0.03 (-0.09%)
AUM $235.7MER 0.85%NAV $32.23Holdings

Price Chart

Key Statistics

Previous Close

$32.12

Day Range

$32.06$32.26

52-Week Range

$25.69$33.27

Avg Volume

24.4K

Dividend Yield

0.66%

Expense Ratio

0.85%

AUM

$235.7M

Shares Outstanding

7.2M

ETF Grades

?

Country Allocation

CountryWeight %
United States78.08%
Other19.20%
Singapore0.89%
Ireland0.87%
United Kingdom0.52%
Switzerland0.44%

Fund Information

Inception Date
Jan 21, 2025
Exchange
NYSE_ARCA
Description
The investment objective of the Horizon Expedition Plus ETF is to seek to provide total return.

The Horizon Expedition Plus ETF (HBTA) is an exchange-traded fund issued by Horizon Funds that launched on Jan 21, 2025. It currently manages $235.7M in assets under management. The fund charges an expense ratio of 0.85%.

Top 10 holdings represent 40.9% of the fund

RankSymbolNameWeight %SharesMarket Value
1GOOGLAlphabet Inc9.35%80,141$27.3M
2Amazon.com Inc6.60%74,110$19.3M
3MUMicron Technology Inc4.90%14,702$14.3M
4MSFTMicrosoft Corp4.14%25,153$12.1M
5LLYEli Lilly & Co3.69%8,673$10.8M
6Advanced Micro Devices Inc3.28%20,403$9.6M
7TSLATesla Inc2.80%23,701$8.2M
8METAMeta Platforms Inc2.30%12,326$6.7M
9INTCIntel Corp1.99%63,041$5.8M
10Applied Materials Inc1.89%11,115$5.5M
11LRCXLam Research Corp1.88%17,729$5.5M
12CATCaterpillar Inc1.52%5,437$4.4M
13VVisa Inc1.50%11,966$4.4M
14GEGE AEROSPACE1.34%11,345$3.9M
15SNDKSandisk Corp1.26%2,303$3.7M

Detailed Returns

PeriodReturnETF
1D
-0.09%
1W
-1.08%
1M
+4.46%
3M
-2.57%
6M
+11.35%
YTD
+10.69%
1Y
+19.39%
3Y
+26.24%
5Y
+26.24%

Moving Averages

20-Day MA

$32.18

Below 20-Day MA
50-Day MA

$32.12

Below 50-Day MA
200-Day MA

$30.14

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$33.27

Current Price

$32.09

52-Week Low

$25.69

$25.69$33.27

Current Yield

0.66%

Annual Dividend

$0.7687

Frequency

Irregularx/year

Last Ex-Date

Dec 24, 2025

Dividend History

Ex-DateAmountPay Date
Dec 24, 2025$0.1850Dec 26, 2025
Dec 24, 2025$0.1846Dec 26, 2025
Sep 24, 2012$0.2402Sep 28, 2012
Jun 25, 2012$0.1589Jun 29, 2012
Mar 26, 2012$0.2395Mar 30, 2012
Dec 23, 2011$0.3029Dec 30, 2011
Sep 26, 2011$0.1189Sep 30, 2011
Jun 27, 2011$0.0131Jul 1, 2011

Dividend Payments Over Time

Category Comparison

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