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
$154M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$635K
2
+$352K
3
+$226K
4
LOW icon
Lowe's Companies
LOW
+$212K
5
ICE icon
Intercontinental Exchange
ICE
+$166K

Top Sells

1
+$409K
2
+$322K
3
+$248K
4
XOM icon
Exxon Mobil
XOM
+$207K
5
AAPL icon
Apple
AAPL
+$133K

Sector Composition

1 Technology 20.79%
2 Financials 13.54%
3 Healthcare 13.47%
4 Consumer Discretionary 12.42%
5 Consumer Staples 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.83M 1.83%
16,258
+543
27
$2.81M 1.82%
10,996
+301
28
$2.69M 1.74%
8,302
-993
29
$2.57M 1.66%
7,012
+198
30
$2.52M 1.63%
10,218
+78
31
$2.52M 1.63%
14,092
+393
32
$2.33M 1.51%
14,109
+461
33
$1.99M 1.29%
12,319
+533
34
$1.78M 1.15%
6,504
-339
35
$1.73M 1.12%
13,566
+488
36
$1.72M 1.12%
24,656
+540
37
$1.65M 1.07%
31,406
-341
38
$1.25M 0.81%
11,466
+257
39
$1.19M 0.77%
19,194
+907
40
$1.15M 0.75%
16,515
+165
41
$1.13M 0.73%
4,430
-236
42
$1.13M 0.73%
9,564
+807
43
$893K 0.58%
4,980
-110
44
$743K 0.48%
12,088
+992
45
$714K 0.46%
4,965
+100
46
$635K 0.41%
+13,495
47
$426K 0.28%
4,518
-105
48
$398K 0.26%
2,600
49
$358K 0.23%
1,195
50
$319K 0.21%
2,708
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