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
$151M
AUM Growth
+$7.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.4M
3
+$1.25M
4
NVDA icon
NVIDIA
NVDA
+$1.23M
5
CAT icon
Caterpillar
CAT
+$1.18M

Top Sells

1
+$1.55M
2
+$986K
3
+$857K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$696K
5
WMT icon
Walmart
WMT
+$692K

Sector Composition

1 Technology 22.02%
2 Financials 15.84%
3 Healthcare 13.19%
4 Consumer Discretionary 10.76%
5 Communication Services 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$291K 0.19%
600
52
$289K 0.19%
1,794
53
$269K 0.18%
2,023
54
$263K 0.17%
2,768
+218
55
$260K 0.17%
2,400
56
$238K 0.16%
2,606
-185
57
– –
-11,838
58
– –
-200
59
– –
-1,072
60
– –
-17,204
1 2
3