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
$169M
AUM Growth
+$6.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.57M
3
+$1M
4
SBUX icon
Starbucks
SBUX
+$966K
5
XOM icon
Exxon Mobil
XOM
+$835K

Top Sells

1
+$6.56M
2
+$3.34M
3
+$3.34M
4
TSLA icon
Tesla
TSLA
+$1.83M
5
PFE icon
Pfizer
PFE
+$1.69M

Sector Composition

1 Technology 16.54%
2 Financials 15.25%
3 Consumer Discretionary 13.27%
4 Consumer Staples 11.52%
5 Healthcare 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$317K 0.19%
2,708
52
$286K 0.17%
2,809
53
$248K 0.15%
2,026
54
$220K 0.13%
6,356
+88
55
$213K 0.13%
+1,100
56
– –
-1,565
57
– –
-9,811
58
– –
-32,913
59
– –
-2,153
60
– –
-1,161
1 2
3