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

Top Buys

1 +$2.94M
2 +$2.73M
3 +$2.6M
4
NVDA icon
NVIDIA
NVDA
+$2.2M
5
AMT icon
American Tower
AMT
+$2.05M

Top Sells

1 +$22.7M
2 +$1.34M
3 +$545K
4
PEP icon
PepsiCo
PEP
+$440K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$19.4K

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