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
$151M
AUM Growth
+$7.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.4M
3
+$1.25M
4
NVDA icon
NVIDIA
NVDA
+$1.23M
5
CAT icon
Caterpillar
CAT
+$1.18M

Top Sells

1
+$1.55M
2
+$986K
3
+$857K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$696K
5
WMT icon
Walmart
WMT
+$692K

Sector Composition

1 Technology 22.02%
2 Financials 15.84%
3 Healthcare 13.19%
4 Consumer Discretionary 10.76%
5 Communication Services 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.39M 1.58%
42,737
+1,659
27
$2.34M 1.55%
28,004
+1,847
28
$2.16M 1.43%
9,646
+502
29
$2.12M 1.4%
8,885
+264
30
$1.8M 1.19%
9,452
+2,450
31
$1.76M 1.16%
11,552
+2,724
32
$1.75M 1.16%
9,390
+105
33
$1.67M 1.1%
12,563
+1,003
34
$1.62M 1.07%
4,329
+302
35
$1.58M 1.05%
+6,965
36
$1.53M 1.01%
7,035
+456
37
$1.37M 0.91%
59,892
-9,541
38
$1.29M 0.85%
10,727
+502
39
$1.18M 0.78%
+5,099
40
$1.13M 0.74%
31,084
+2,016
41
$1.12M 0.74%
15,986
+1,218
42
$1.05M 0.7%
4,126
43
$994K 0.66%
15,375
-23,916
44
$833K 0.55%
4,512
45
$687K 0.45%
5,075
+75
46
$447K 0.3%
1,195
47
$342K 0.23%
1,616
48
$320K 0.21%
5,823
+54
49
$318K 0.21%
830
50
$309K 0.2%
2,705
+182
1
2
3