HZ

Hixon Zuercher Portfolio holdings

AUM $330M
1-Year Est. Return 19.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.78%
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 +$4.04M
2 +$3.16M
3 +$2.12M
4
PPG icon
PPG Industries
PPG
+$2.06M
5
BAC icon
Bank of America
BAC
+$2.02M

Top Sells

1 +$3.75M
2 +$3.5M
3 +$2.02M
4
TSLA icon
Tesla
TSLA
+$1.65M
5
MCD icon
McDonald's
MCD
+$1.48M

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