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
$199M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.19M
3
+$969K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$751K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$471K

Top Sells

1
+$1.21M
2
+$224K
3
+$3.31K

Sector Composition

1 Technology 23.77%
2 Financials 14.45%
3 Consumer Discretionary 12.9%
4 Healthcare 12%
5 Consumer Staples 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$410K 0.21%
1,195
52
$357K 0.18%
600
53
$352K 0.18%
2,600
54
$350K 0.18%
1,616
55
$338K 0.17%
+2,965
56
$338K 0.17%
2,026
+3
57
$328K 0.16%
2,678
-27
58
$320K 0.16%
2,153
59
$312K 0.16%
5,987
+59
60
$280K 0.14%
2,768
61
$250K 0.13%
737
62
$236K 0.12%
1,100
63
– –
-2,445
1 2
3