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
$116M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.67M
3
+$2.59M
4
VZ icon
Verizon
VZ
+$2.55M
5
AMT icon
American Tower
AMT
+$2.15M

Top Sells

1
+$1.35M
2
+$1.3M
3
+$586K
4
PEP icon
PepsiCo
PEP
+$442K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$18.9K

Sector Composition

1 Technology 21.64%
2 Financials 17.31%
3 Healthcare 15.15%
4 Consumer Staples 11.59%
5 Communication Services 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.84M 5.88%
75,000
+3,784
2
$6.12M 5.26%
30,055
+1,775
3
$5.17M 4.45%
10,327
-1,169
4
$4.99M 4.29%
16,867
+1,227
5
$4.98M 4.28%
35,410
+2,424
6
$4.9M 4.21%
16,147
+1,152
7
$4.88M 4.19%
35,340
+2,220
8
$4.67M 4.02%
117,045
+8,517
9
$4.34M 3.73%
24,886
+2,466
10
$3.58M 3.08%
15,780
+1,482
11
$3.31M 2.85%
25,058
-3,341
12
$3.28M 2.82%
17,532
+2,158
13
$3.23M 2.77%
7,409
+706
14
$3.13M 2.69%
117,852
+31,495
15
$3.12M 2.68%
44,000
+4,600
16
$3.11M 2.67%
21,864
+2,472
17
$3.04M 2.61%
48,536
+10,651
18
$2.96M 2.55%
38,504
-17,533
19
$2.94M 2.53%
+32,080
20
$2.67M 2.29%
+14,801
21
$2.59M 2.22%
+272,400
22
$2.55M 2.19%
+46,271
23
$2.44M 2.1%
40,700
+33,100
24
$2.15M 1.84%
+8,297
25
$2.11M 1.82%
+52,642
1
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