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
$116M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$2.94M
2 +$2.67M
3 +$2.59M
4
VZ icon
Verizon
VZ
+$2.55M
5
AMT icon
American Tower
AMT
+$2.15M

Top Sells

1 +$1.35M
2 +$1.3M
3 +$586K
4
PEP icon
PepsiCo
PEP
+$442K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$18.9K

Sector Composition

1 Technology 21.64%
2 Financials 17.31%
3 Healthcare 15.15%
4 Consumer Staples 11.59%
5 Communication Services 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$218K 0.19%
217,905
-1,296,571