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
76
$222K 0.09%
+600