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
$130M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$265K
3
+$254K
4
DVY icon
iShares Select Dividend ETF
DVY
+$206K
5
DHR icon
Danaher
DHR
+$205K

Top Sells

1
+$992K
2
+$653K
3
+$218K
4
AAPL icon
Apple
AAPL
+$48.1K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$41.3K

Sector Composition

1 Technology 22.66%
2 Financials 15.99%
3 Healthcare 14.15%
4 Consumer Staples 11.95%
5 Communication Services 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.05M 1.57%
9,322
+178
27
$2.04M 1.57%
8,440
+143
28
$1.51M 1.16%
70,169
+2,011
29
$1.51M 1.16%
17,562
+1,091
30
$1.41M 1.08%
41,125
+1,217
31
$1.41M 1.08%
11,982
+187
32
$1.39M 1.07%
9,387
+172
33
$1.18M 0.91%
7,140
+208
34
$1.17M 0.9%
3,900
+46
35
$1.13M 0.87%
+7,929
36
$1.13M 0.87%
10,378
+142
37
$1.11M 0.85%
6,743
+142
38
$1.08M 0.83%
30,922
+529
39
$981K 0.75%
12,003
+296
40
$937K 0.72%
4,398
-194
41
$898K 0.69%
17,340
+701
42
$894K 0.69%
14,976
+279
43
$862K 0.66%
8,956
+198
44
$695K 0.53%
5,000
45
$640K 0.49%
200
46
$560K 0.43%
4,512
47
$323K 0.25%
1,616
48
$271K 0.21%
830
49
$265K 0.2%
+1,195
50
$254K 0.2%
+2,023
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