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
$186M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$765K
3
+$512K
4
META icon
Meta Platforms (Facebook)
META
+$467K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$406K

Top Sells

1
+$3.07M
2
+$1.19M
3
+$1.17M
4
NVDA icon
NVIDIA
NVDA
+$930K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$751K

Sector Composition

1 Technology 23.45%
2 Financials 13.35%
3 Consumer Discretionary 13.17%
4 Healthcare 12.57%
5 Consumer Staples 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.04M 1.63%
21,462
+513
27
$3.02M 1.62%
9,147
+984
28
$2.9M 1.56%
13,648
+605
29
$2.81M 1.51%
55,259
+4,372
30
$2.79M 1.5%
24,116
+3,301
31
$2.69M 1.44%
10,695
+234
32
$2.66M 1.43%
9,295
-273
33
$2.62M 1.41%
11,786
+2,101
34
$2.51M 1.35%
10,140
-120
35
$2.42M 1.3%
6,843
-8,710
36
$2M 1.07%
13,078
-177
37
$1.73M 0.93%
5,090
+300
38
$1.64M 0.88%
31,747
-676
39
$1.59M 0.85%
4,666
+457
40
$1.5M 0.81%
11,096
+2,912
41
$1.41M 0.76%
+8,757
42
$1.35M 0.73%
16,350
-31
43
$1.33M 0.71%
11,209
-45
44
$1.09M 0.58%
18,287
+1,099
45
$743K 0.4%
4,865
-135
46
$634K 0.34%
4,623
+5
47
$496K 0.27%
1,195
48
$421K 0.23%
2,600
49
$409K 0.22%
850
50
$358K 0.19%
1,616
1
2
3