HBTA

Horizon Funds$32.17+0.46 (+1.47%)
AUM $245.6MER 0.85%NAV $31.65Holdings

Price Chart

Key Statistics

Previous Close

$31.71

Day Range

$32.03$32.23

52-Week Range

$25.69$33.27

Avg Volume

122.3K

Dividend Yield

0.66%

Expense Ratio

0.85%

AUM

$245.6M

Shares Outstanding

7.2M

ETF Grades

?

Country Allocation

CountryWeight %
United States78.30%
Other19.02%
Singapore0.90%
Ireland0.85%
United Kingdom0.50%
Switzerland0.42%

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 $245.6M in assets under management. The fund charges an expense ratio of 0.85%.

Top 10 holdings represent 41.6% of the fund

RankSymbolNameWeight %SharesMarket Value
1GOOGLAlphabet Inc9.22%68,066$22.6M
2Amazon.com Inc6.46%62,932$15.9M
3MUMicron Technology Inc4.97%12,494$12.2M
4MSFTMicrosoft Corp4.28%21,358$10.5M
5Advanced Micro Devices Inc3.55%17,298$8.7M
6LLYEli Lilly & Co3.37%7,362$8.3M
7TSLATesla Inc2.98%20,113$7.3M
8METAMeta Platforms Inc2.75%10,463$6.7M
9INTCIntel Corp2.19%53,519$5.4M
10LRCXLam Research Corp1.82%15,038$4.5M
11Applied Materials Inc1.75%9,459$4.3M
12VVisa Inc1.52%10,172$3.7M
13CATCaterpillar Inc1.51%4,609$3.7M
14DELLDell Technologies Inc1.37%6,657$3.4M
15SNDKSandisk Corp1.35%1,958$3.3M

Detailed Returns

PeriodReturnETF
1D
+1.47%
1W
-0.29%
1M
-2.67%
3M
-2.31%
6M
+15.28%
YTD
+10.87%
1Y
+16.01%
3Y
+26.44%
5Y
+26.44%

Moving Averages

20-Day MA

$32.17

Above 20-Day MA
50-Day MA

$32.04

Above 50-Day MA
200-Day MA

$30.35

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$33.27

Current Price

$32.17

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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