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
$199M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.95M
3
+$1.79M
4
MTB icon
M&T Bank
MTB
+$1.71M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.66M

Top Sells

1
+$2.2M
2
+$1.66M
3
+$1.12M
4
WBA
Walgreens Boots Alliance
WBA
+$220K
5
UPS icon
United Parcel Service
UPS
+$213K

Sector Composition

1 Technology 17.8%
2 Financials 16.03%
3 Consumer Discretionary 13.55%
4 Consumer Staples 11.09%
5 Healthcare 10.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.29M 1.66%
12,554
+183
27
$3.26M 1.64%
10,929
+121
28
$3.2M 1.61%
+28,072
29
$2.95M 1.48%
+51,976
30
$2.73M 1.38%
12,937
+115
31
$2.73M 1.37%
9,512
-3,898
32
$2.65M 1.34%
22,288
+64
33
$2.49M 1.25%
12,845
+309
34
$2.19M 1.1%
23,237
+275
35
$2.02M 1.02%
18,495
+219
36
$1.91M 0.96%
16,800
+275
37
$1.81M 0.91%
7,411
+162
38
$1.79M 0.9%
+2,007
39
$1.79M 0.9%
42,218
+998
40
$1.76M 0.88%
14,319
+126
41
$1.71M 0.86%
+13,813
42
$1.71M 0.86%
5,699
+152
43
$1.66M 0.84%
4,100
+2,905
44
$1.46M 0.74%
5,604
+246
45
$1.46M 0.73%
7,993
+207
46
$1.16M 0.58%
+6,818
47
$1.14M 0.58%
+25,825
48
$1.06M 0.53%
14,759
+237
49
$1.03M 0.52%
2,188
50
$753K 0.38%
4,965
1
2
3