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
$191M
AUM Growth
-$7.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$793K
3
+$614K
4
AMT icon
American Tower
AMT
+$583K
5
ILMN icon
Illumina
ILMN
+$572K

Top Sells

1
+$2M
2
+$1.74M
3
+$1.71M
4
COIN icon
Coinbase
COIN
+$1.06M
5
WMT icon
Walmart
WMT
+$653K

Sector Composition

1 Technology 18.02%
2 Financials 15.75%
3 Consumer Discretionary 13.42%
4 Consumer Staples 10.39%
5 Healthcare 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$383K 0.2%
1,666
52
$377K 0.2%
2,497
53
$278K 0.15%
5,186
-1,187
54
$268K 0.14%
3,302
-25
55
$224K 0.12%
2,269
-540
56
$216K 0.11%
2,003
-705
57
– –
-2,026
58
– –
-13,813
59
– –
-14,759
1 2
3