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
$215M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$1.37M
3
+$1.29M
4
CDW icon
CDW
CDW
+$1.24M
5
NEE icon
NextEra Energy
NEE
+$585K

Top Sells

1
+$1.26M
2
+$1.23M
3
+$1.15M
4
TSLA icon
Tesla
TSLA
+$1.13M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$896K

Sector Composition

1 Technology 20.83%
2 Financials 16.14%
3 Consumer Discretionary 12.28%
4 Healthcare 9.76%
5 Consumer Staples 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.73M 1.73%
10,466
+101
27
$3.72M 1.73%
10,516
+1,251
28
$3.72M 1.73%
54,081
+1,229
29
$3.68M 1.71%
13,978
+343
30
$3.33M 1.55%
11,225
+134
31
$3.25M 1.51%
15,055
-1,334
32
$3.24M 1.5%
+6,781
33
$2.48M 1.15%
23,505
+540
34
$2.31M 1.07%
2,283
+209
35
$2.3M 1.07%
17,086
+130
36
$2.13M 0.99%
42,874
+208
37
$2.1M 0.98%
19,098
+155
38
$2.09M 0.97%
7,148
-1,021
39
$1.96M 0.91%
7,891
-4,534
40
$1.95M 0.91%
14,631
+88
41
$1.95M 0.9%
25,543
+559
42
$1.71M 0.79%
4,278
+119
43
$1.67M 0.78%
6,100
+261
44
$1.37M 0.64%
+12,300
45
$1.29M 0.6%
+2,067
46
$1.26M 0.58%
2,162
-26
47
$1.26M 0.58%
9,280
-2,997
48
$1.25M 0.58%
4,538
-2,900
49
$1.24M 0.58%
+5,449
50
$1.18M 0.55%
8,659
-2
1
2
3