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
$255M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$3.29M
3
+$2.36M
4
PPG icon
PPG Industries
PPG
+$2.16M
5
MANH icon
Manhattan Associates
MANH
+$2.03M

Top Sells

1
+$4.27M
2
+$3.51M
3
+$2.14M
4
TSLA icon
Tesla
TSLA
+$1.9M
5
LOW icon
Lowe's Companies
LOW
+$1.64M

Sector Composition

1 Technology 18.84%
2 Financials 13.63%
3 Healthcare 11.41%
4 Industrials 9.46%
5 Consumer Staples 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.9M 0.74%
+65,658
52
$1.82M 0.71%
27,617
+312
53
$1.63M 0.64%
9,429
-281
54
$1.57M 0.62%
1,777
+3
55
$1.54M 0.6%
23,654
-9,230
56
$1.51M 0.59%
26,005
+410
57
$1.41M 0.55%
6,236
+116
58
$1.4M 0.55%
+13,690
59
$1.32M 0.52%
+7,477
60
$1.21M 0.48%
9,313
-216
61
$1.2M 0.47%
7,053
+277
62
$1.06M 0.41%
20,839
+6,827
63
$940K 0.37%
11,114
+590
64
$858K 0.34%
4,955
-101
65
$696K 0.27%
12,496
+354
66
$675K 0.26%
3,519
+149
67
$662K 0.26%
4,066
+264
68
$569K 0.22%
2,177
-7,255
69
$563K 0.22%
2,852
+2
70
$547K 0.21%
1,991
+70
71
$441K 0.17%
2,497
72
$289K 0.11%
4,856
-480
73
$278K 0.11%
2,056
74
$270K 0.11%
2,294
75
$246K 0.1%
+1,800
1 2
3
4