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
$237M
AUM Growth
+$777K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$7.72M
2
+$1.4M
3
+$672K
4
LOW icon
Lowe's Companies
LOW
+$642K
5
NYT icon
New York Times
NYT
+$622K

Top Sells

1
+$3.66M
2
+$2.31M
3
+$1.79M
4
COST icon
Costco
COST
+$1.49M
5
JPM icon
JPMorgan Chase
JPM
+$1.06M

Sector Composition

1 Technology 19.35%
2 Financials 13.78%
3 Consumer Discretionary 10.86%
4 Healthcare 10.09%
5 Consumer Staples 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.2M 1.77%
10,334
-201
27
$3.91M 1.65%
15,198
+1,164
28
$3.68M 1.55%
18,924
+1,663
29
$3.6M 1.52%
48,808
-6,530
30
$3.57M 1.5%
5,289
-996
31
$3.45M 1.45%
13,526
+1,896
32
$3.38M 1.42%
20,826
+156
33
$3.31M 1.4%
23,457
-1,041
34
$3.16M 1.33%
58,423
+4,314
35
$2.52M 1.06%
27,305
+676
36
$2.51M 1.06%
16,507
-862
37
$2.46M 1.04%
1,925
-377
38
$2.35M 0.99%
22,585
+2,467
39
$2.26M 0.95%
11,257
+2,578
40
$2.22M 0.94%
22,379
-670
41
$2.22M 0.93%
32,884
-10,888
42
$2.13M 0.9%
18,964
+3,551
43
$2.04M 0.86%
7,904
+1,365
44
$1.9M 0.8%
13,860
-26,750
45
$1.87M 0.79%
9,432
+1,133
46
$1.8M 0.76%
4,815
+381
47
$1.61M 0.68%
1,774
+12
48
$1.56M 0.66%
9,710
-2,790
49
$1.39M 0.59%
10,524
+1,272
50
$1.38M 0.58%
25,595
-2,700
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