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
$144M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$421K
2
+$397K
3
+$277K
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$255K
5
ZBRA icon
Zebra Technologies
ZBRA
+$231K

Top Sells

1
+$174K
2
+$68.2K
3
+$64.3K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$63.1K
5
MCD icon
McDonald's
MCD
+$38.2K

Sector Composition

1 Technology 21.79%
2 Financials 16.57%
3 Healthcare 13.99%
4 Consumer Staples 11.4%
5 Communication Services 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$262K 0.18%
1,794
52
$257K 0.18%
2,400
53
$255K 0.18%
+2,791
54
$243K 0.17%
2,523
55
$231K 0.16%
+600
56
$230K 0.16%
5,769
+64
57
$224K 0.16%
2,550
58
$211K 0.15%
1,072
1 2
3