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
$255M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$3.29M
3
+$2.36M
4
PPG icon
PPG Industries
PPG
+$2.16M
5
MANH icon
Manhattan Associates
MANH
+$2.03M

Top Sells

1
+$4.27M
2
+$3.51M
3
+$2.14M
4
TSLA icon
Tesla
TSLA
+$1.9M
5
LOW icon
Lowe's Companies
LOW
+$1.64M

Sector Composition

1 Technology 18.84%
2 Financials 13.63%
3 Healthcare 11.41%
4 Industrials 9.46%
5 Consumer Staples 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.11M 1.61%
+41,908
27
$4.06M 1.59%
14,823
-375
28
$3.9M 1.53%
7,535
-119
29
$3.78M 1.48%
72,119
+13,696
30
$3.7M 1.45%
5,212
-77
31
$3.29M 1.29%
+37,580
32
$3.22M 1.26%
19,616
-1,210
33
$3.2M 1.26%
49,434
+626
34
$2.74M 1.07%
10,696
-561
35
$2.71M 1.06%
1,896
-29
36
$2.63M 1.03%
16,239
-268
37
$2.6M 1.02%
26,622
-43,754
38
$2.58M 1.01%
22,641
+56
39
$2.48M 0.97%
8,140
-5,386
40
$2.45M 0.96%
14,383
-9,074
41
$2.37M 0.93%
7,944
+40
42
$2.36M 0.92%
+5,796
43
$2.27M 0.89%
17,982
-982
44
$2.18M 0.85%
22,623
+244
45
$2.16M 0.85%
+16,323
46
$2.1M 0.82%
13,060
-800
47
$2.03M 0.8%
4,870
+55
48
$2.03M 0.79%
+7,198
49
$2M 0.78%
+50,370
50
$1.98M 0.78%
+54,785
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