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
$144M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$421K
2
+$397K
3
+$277K
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$255K
5
ZBRA icon
Zebra Technologies
ZBRA
+$231K

Top Sells

1
+$174K
2
+$68.2K
3
+$64.3K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$63.1K
5
MCD icon
McDonald's
MCD
+$38.2K

Sector Composition

1 Technology 21.79%
2 Financials 16.57%
3 Healthcare 13.99%
4 Consumer Staples 11.4%
5 Communication Services 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.96M 1.37%
9,144
-178
27
$1.94M 1.35%
18,098
+536
28
$1.94M 1.35%
8,621
+181
29
$1.88M 1.31%
7,983
+54
30
$1.76M 1.23%
11,560
-422
31
$1.69M 1.18%
41,078
-47
32
$1.57M 1.09%
9,285
-102
33
$1.51M 1.05%
69,433
-736
34
$1.45M 1.01%
4,027
+127
35
$1.4M 0.97%
6,579
-164
36
$1.12M 0.78%
7,002
-138
37
$1.12M 0.78%
8,828
-128
38
$1.12M 0.78%
10,225
-153
39
$1.07M 0.75%
29,068
-1,854
40
$986K 0.69%
11,838
-165
41
$957K 0.67%
4,126
-272
42
$955K 0.67%
14,768
-208
43
$857K 0.6%
17,204
-136
44
$817K 0.57%
4,512
45
$696K 0.48%
5,000
46
$696K 0.48%
200
47
$353K 0.25%
1,616
48
$322K 0.22%
1,195
49
$315K 0.22%
830
50
$286K 0.2%
2,023
1
2
3