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
$171M
AUM Growth
+$4.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$316K
2
+$233K
3
+$224K
4
SNOW icon
Snowflake
SNOW
+$223K
5
UPS icon
United Parcel Service
UPS
+$200K

Top Sells

1
+$15.3K

Sector Composition

1 Technology 22.96%
2 Financials 15.82%
3 Consumer Discretionary 12.36%
4 Healthcare 12.28%
5 Consumer Staples 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.2M 1.87%
9,425
+118
27
$3.01M 1.76%
7,160
+166
28
$2.97M 1.74%
14,004
+290
29
$2.96M 1.73%
50,409
+1,150
30
$2.9M 1.7%
20,100
+450
31
$2.67M 1.56%
10,051
+251
32
$2.66M 1.56%
49,290
+1,251
33
$2.35M 1.37%
12,248
+829
34
$2.35M 1.37%
9,747
+107
35
$2.17M 1.27%
9,406
+24
36
$1.88M 1.1%
7,844
+176
37
$1.83M 1.07%
4,632
+81
38
$1.65M 0.96%
12,793
+152
39
$1.61M 0.94%
4,266
+131
40
$1.39M 0.81%
15,956
+75
41
$1.37M 0.8%
31,793
+623
42
$1.28M 0.75%
10,801
+73
43
$1.26M 0.74%
61,984
+2,237
44
$1.11M 0.65%
15,862
+287
45
$764K 0.45%
4,518
46
$699K 0.41%
5,000
47
$448K 0.26%
830
48
$400K 0.23%
1,195
49
$360K 0.21%
1,616
50
$316K 0.18%
2,153
+359
1
2
3