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

Top Buys

1
+$936K
2
+$231K
3
+$217K
4
HDV
iShares Core High Dividend ETF
HDV
+$212K
5
DVY icon
iShares Select Dividend ETF
DVY
+$210K

Top Sells

1
+$948K
2
+$569K
3
+$218K
4
AAPL icon
Apple
AAPL
+$45.3K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$39.7K

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%
+1,072
55
$205K 0.16%
+2,550
56
$205K 0.16%
5,705
+74
57
– –
-217,905
1 2
3