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
$191M
AUM Growth
-$7.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$793K
3
+$614K
4
AMT icon
American Tower
AMT
+$583K
5
ILMN icon
Illumina
ILMN
+$572K

Top Sells

1
+$2M
2
+$1.74M
3
+$1.71M
4
COIN icon
Coinbase
COIN
+$1.06M
5
WMT icon
Walmart
WMT
+$653K

Sector Composition

1 Technology 18.02%
2 Financials 15.75%
3 Consumer Discretionary 13.42%
4 Consumer Staples 10.39%
5 Healthcare 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.11M 1.63%
12,425
-129
27
$2.92M 1.53%
11,091
+162
28
$2.92M 1.53%
28,374
+302
29
$2.9M 1.52%
52,852
+876
30
$2.78M 1.46%
9,265
-247
31
$2.76M 1.45%
13,635
+698
32
$2.7M 1.41%
16,389
+3,544
33
$2.43M 1.27%
22,965
+677
34
$2.05M 1.08%
16,956
+156
35
$2.02M 1.06%
7,438
+27
36
$1.83M 0.96%
18,943
+448
37
$1.79M 0.94%
42,666
+448
38
$1.75M 0.92%
2,074
+67
39
$1.75M 0.91%
8,169
+2,565
40
$1.73M 0.91%
24,984
+1,747
41
$1.65M 0.87%
5,839
+140
42
$1.64M 0.86%
12,277
+4,284
43
$1.63M 0.86%
14,543
+224
44
$1.57M 0.82%
4,159
+59
45
$1.18M 0.62%
2,188
46
$1.07M 0.56%
26,285
+460
47
$916K 0.48%
8,661
+1,843
48
$694K 0.36%
4,755
-210
49
$671K 0.35%
4,433
-690
50
$417K 0.22%
2,800
1
2
3