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
$237M
AUM Growth
+$777K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$7.72M
2
+$1.4M
3
+$672K
4
LOW icon
Lowe's Companies
LOW
+$642K
5
NYT icon
New York Times
NYT
+$622K

Top Sells

1
+$3.66M
2
+$2.31M
3
+$1.79M
4
COST icon
Costco
COST
+$1.49M
5
JPM icon
JPMorgan Chase
JPM
+$1.06M

Sector Composition

1 Technology 19.35%
2 Financials 13.78%
3 Consumer Discretionary 10.86%
4 Healthcare 10.09%
5 Consumer Staples 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.58%
6,120
+438
52
$1.35M 0.57%
6,776
-474
53
$995K 0.42%
9,529
-1,847
54
$834K 0.35%
5,056
55
$707K 0.3%
14,012
+5,913
56
$660K 0.28%
3,802
+895
57
$622K 0.26%
+12,142
58
$620K 0.26%
+3,370
59
$504K 0.21%
1,921
60
$489K 0.21%
2,850
61
$415K 0.17%
2,497
62
$302K 0.13%
5,336
+190
63
$249K 0.11%
2,294
64
$249K 0.1%
2,056
1 2
3