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
$215M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$1.37M
3
+$1.29M
4
CDW icon
CDW
CDW
+$1.24M
5
NEE icon
NextEra Energy
NEE
+$585K

Top Sells

1
+$1.26M
2
+$1.23M
3
+$1.15M
4
TSLA icon
Tesla
TSLA
+$1.13M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$896K

Sector Composition

1 Technology 20.83%
2 Financials 16.14%
3 Consumer Discretionary 12.28%
4 Healthcare 9.76%
5 Consumer Staples 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16M 0.54%
27,020
+735
52
$836K 0.39%
5,705
+950
53
$537K 0.25%
3,618
-815
54
$513K 0.24%
1,972
+306
55
$473K 0.22%
3,050
+250
56
$408K 0.19%
2,497
57
$361K 0.17%
+759
58
$298K 0.14%
3,302
59
$278K 0.13%
5,061
-125
60
$235K 0.11%
2,003
61
$231K 0.11%
2,269
62
$230K 0.11%
+2,512
63
$220K 0.1%
+2,026
64
$209K 0.1%
+2,110
1 2
3