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
$162M
AUM Growth
+$5.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$599K
2
+$446K
3
+$438K
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$387K
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$264K

Top Sells

1
+$2.42M
2
+$1.33M
3
+$1.33M
4
XOM icon
Exxon Mobil
XOM
+$898K
5
XYZ
Block Inc
XYZ
+$759K

Sector Composition

1 Technology 18.42%
2 Financials 15.19%
3 Healthcare 11.84%
4 Consumer Discretionary 11.76%
5 Consumer Staples 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$336K 0.21%
1,616
52
$327K 0.2%
2,708
53
$293K 0.18%
2,809
54
$289K 0.18%
3,327
-1,216
55
$237K 0.15%
+2,026
56
$234K 0.14%
+6,268
57
$216K 0.13%
+2,153
58
– –
-21,629
59
– –
-63,667
60
– –
-13,804
1 2
3