HZ

Hixon Zuercher Portfolio holdings

AUM $330M
1-Year Est. Return 19.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$69.4M
AUM Growth
-$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$46.7M
2
+$3.02M
3
+$2.45M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.39M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$2.34M

Top Sells

1
+$3.72M
2
+$3.61M
3
+$3.5M
4
LOW icon
Lowe's Companies
LOW
+$3.25M
5
MPC icon
Marathon Petroleum
MPC
+$3.08M

Sector Composition

1 Technology 19.21%
2 Financials 19%
3 Consumer Staples 17.79%
4 Healthcare 15.85%
5 Communication Services 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-51,120
52
– –
-2,023
53
– –
-33,605
54
– –
-32,503
55
– –
-12,385
56
– –
-24,861
57
– –
-5,220
58
– –
-21,197
1 2
3