HZ

Hixon Zuercher Portfolio holdings

AUM $329M
1-Year Est. Return 18.17%
This Quarter Est. Return
1 Year Est. Return
+18.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.67M
3
+$2.59M
4
VZ icon
Verizon
VZ
+$2.55M
5
AMT icon
American Tower
AMT
+$2.15M

Top Sells

1
+$1.35M
2
+$1.3M
3
+$586K
4
PEP icon
PepsiCo
PEP
+$442K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$18.9K

Sector Composition

1 Technology 21.64%
2 Financials 17.31%
3 Healthcare 15.15%
4 Consumer Staples 11.59%
5 Communication Services 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.78M 1.53%
+39,908
27
$1.77M 1.52%
25,555
+2,860
28
$1.69M 1.45%
9,144
+83
29
$1.56M 1.34%
68,158
+1,921
30
$1.51M 1.3%
9,215
+7,065
31
$1.39M 1.19%
+3,854
32
$1.21M 1.04%
+16,471
33
$1.08M 0.92%
+11,795
34
$996K 0.86%
+16,639
35
$954K 0.82%
+6,601
36
$943K 0.81%
30,393
+21,415
37
$937K 0.81%
+6,932
38
$936K 0.8%
10,236
+7,336
39
$932K 0.8%
11,707
+347
40
$824K 0.71%
8,758
+5,801
41
$820K 0.7%
4,592
-106
42
$812K 0.7%
+14,697
43
$598K 0.51%
5,000
44
$535K 0.46%
200
45
$503K 0.43%
4,512
-57
46
$312K 0.27%
1,616
47
$246K 0.21%
+830
48
$239K 0.21%
5,631
+57
49
$236K 0.2%
+2,400
50
$234K 0.2%
1,794
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