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
$236M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$3.82M
3
+$3.13M
4
DIS icon
Walt Disney
DIS
+$2.42M
5
QCOM icon
Qualcomm
QCOM
+$1.23M

Top Sells

1
+$5.06M
2
+$3.24M
3
+$2.61M
4
NVDA icon
NVIDIA
NVDA
+$1.96M
5
AMD icon
Advanced Micro Devices
AMD
+$1.4M

Sector Composition

1 Technology 19.2%
2 Financials 16.34%
3 Consumer Discretionary 10.99%
4 Healthcare 10.19%
5 Industrials 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.23M 1.79%
14,034
+56
27
$4M 1.69%
55,338
+1,257
28
$3.82M 1.61%
+6,285
29
$3.73M 1.58%
20,670
-7,754
30
$3.55M 1.5%
7,030
-1,353
31
$3.41M 1.44%
17,261
+2,206
32
$3.28M 1.39%
11,630
+405
33
$3.13M 1.33%
+54,109
34
$3.08M 1.3%
24,498
+993
35
$2.84M 1.2%
2,302
+19
36
$2.82M 1.19%
23,049
+19,747
37
$2.54M 1.08%
26,629
+1,086
38
$2.52M 1.07%
43,772
+898
39
$2.5M 1.06%
17,369
+283
40
$2.29M 0.97%
20,118
+1,020
41
$2.01M 0.85%
15,413
+782
42
$1.9M 0.8%
8,679
+1,531
43
$1.82M 0.77%
4,434
+156
44
$1.66M 0.7%
12,500
+200
45
$1.58M 0.67%
6,539
+439
46
$1.52M 0.64%
11,376
+2,096
47
$1.48M 0.63%
28,295
+1,275
48
$1.46M 0.62%
8,299
+408
49
$1.45M 0.61%
5,682
+233
50
$1.44M 0.61%
9,252
+593
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