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
$105M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$7.21M
2 +$4.92M
3 +$4.89M
4
MA icon
Mastercard
MA
+$3.92M
5
COST icon
Costco
COST
+$3.84M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.11%
2 Financials 20.27%
3 Consumer Discretionary 12.12%
4 Communication Services 10.51%
5 Consumer Staples 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$241K 0.23%
+3,600
52
$217K 0.21%
+830
53
$215K 0.2%
+1,726
54
$212K 0.2%
+2,400
55
$205K 0.2%
+2,023
56
$98K 0.09%
+97,740