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
$130M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$265K
3
+$254K
4
DVY icon
iShares Select Dividend ETF
DVY
+$206K
5
DHR icon
Danaher
DHR
+$205K

Top Sells

1
+$992K
2
+$653K
3
+$218K
4
AAPL icon
Apple
AAPL
+$48.1K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$41.3K

Sector Composition

1 Technology 22.66%
2 Financials 15.99%
3 Healthcare 14.15%
4 Consumer Staples 11.95%
5 Communication Services 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$240K 0.18%
1,794
52
$210K 0.16%
2,400
53
$206K 0.16%
+2,523
54
$205K 0.16%
5,705
+74
55
$205K 0.16%
+2,550
56
$205K 0.16%
+1,072
57
– –
-217,905
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