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
$169M
AUM Growth
+$6.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.57M
3
+$1M
4
SBUX icon
Starbucks
SBUX
+$966K
5
XOM icon
Exxon Mobil
XOM
+$835K

Top Sells

1
+$6.56M
2
+$3.34M
3
+$3.34M
4
TSLA icon
Tesla
TSLA
+$1.83M
5
PFE icon
Pfizer
PFE
+$1.69M

Sector Composition

1 Technology 16.54%
2 Financials 15.25%
3 Consumer Discretionary 13.27%
4 Consumer Staples 11.52%
5 Healthcare 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.84M 1.69%
13,410
-641
27
$2.57M 1.52%
12,371
-8,827
28
$2.56M 1.52%
12,536
+881
29
$2.56M 1.52%
12,822
-2,466
30
$2.1M 1.24%
5,358
+134
31
$2.07M 1.22%
22,224
+4,316
32
$1.9M 1.13%
22,962
-10,241
33
$1.85M 1.1%
18,276
+5,592
34
$1.77M 1.05%
14,193
+1,319
35
$1.76M 1.04%
7,786
+2,253
36
$1.68M 1%
+41,220
37
$1.66M 0.99%
21,875
-4,743
38
$1.62M 0.96%
16,525
-8,483
39
$1.62M 0.96%
5,249
-112
40
$1.59M 0.94%
5,547
-131
41
$1.57M 0.93%
+7,249
42
$981K 0.58%
14,522
+799
43
$751K 0.45%
2,188
-36
44
$738K 0.44%
4,965
45
$684K 0.41%
5,073
46
$493K 0.29%
1,195
47
$446K 0.26%
2,800
+200
48
$376K 0.22%
2,497
49
$376K 0.22%
1,666
+50
50
$333K 0.2%
3,327
1
2
3