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
$171M
AUM Growth
+$4.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$316K
2
+$233K
3
+$224K
4
SNOW icon
Snowflake
SNOW
+$223K
5
UPS icon
United Parcel Service
UPS
+$200K

Top Sells

1
+$15.3K

Sector Composition

1 Technology 22.96%
2 Financials 15.82%
3 Consumer Discretionary 12.36%
4 Healthcare 12.28%
5 Consumer Staples 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$310K 0.18%
2,705
52
$309K 0.18%
600
53
$294K 0.17%
2,023
54
$280K 0.16%
2,600
+200
55
$279K 0.16%
5,928
+55
56
$261K 0.15%
2,768
57
$224K 0.13%
+2,445
58
$223K 0.13%
+737
59
$200K 0.12%
+1,100
1 2
3