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
$260M
AUM Growth
+$4.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Sells

1 +$1.2M
2 +$843K
3 +$483K
4
NVDA icon
NVIDIA
NVDA
+$439K
5
MKTX icon
MarketAxess Holdings
MKTX
+$397K

Sector Composition

1 Technology 18.25%
2 Financials 14.13%
3 Healthcare 9.91%
4 Industrials 9.01%
5 Consumer Discretionary 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$438K 0.17%
2,497
77
$232K 0.09%
1,800
78
$232K 0.09%
600
79
$206K 0.08%
+1,080