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
$130M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$265K
3
+$254K
4
DVY icon
iShares Select Dividend ETF
DVY
+$206K
5
DHR icon
Danaher
DHR
+$205K

Top Sells

1
+$992K
2
+$653K
3
+$218K
4
AAPL icon
Apple
AAPL
+$48.1K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$41.3K

Sector Composition

1 Technology 22.66%
2 Financials 15.99%
3 Healthcare 14.15%
4 Consumer Staples 11.95%
5 Communication Services 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.64M 6.63%
74,585
-415
2
$6.36M 4.88%
30,212
+157
3
$5.83M 4.47%
16,411
+264
4
$5.78M 4.44%
17,091
+224
5
$5.62M 4.32%
35,700
+360
6
$5.54M 4.26%
118,869
+1,824
7
$5.36M 4.12%
36,019
+609
8
$4.98M 3.83%
10,350
+23
9
$4.14M 3.18%
15,792
+12
10
$3.91M 3%
19,850
-5,036
11
$3.75M 2.88%
14,933
-2,599
12
$3.68M 2.83%
272,120
-280
13
$3.6M 2.77%
7,344
-65
14
$3.49M 2.68%
25,187
+129
15
$3.48M 2.68%
123,764
+5,912
16
$3.45M 2.65%
50,735
+2,199
17
$3.38M 2.59%
33,750
+1,670
18
$3.27M 2.51%
44,680
+680
19
$3.26M 2.5%
22,200
+336
20
$3.15M 2.42%
15,097
+296
21
$2.85M 2.19%
41,128
+428
22
$2.82M 2.17%
47,432
+1,161
23
$2.47M 1.9%
39,087
+583
24
$2.35M 1.81%
55,848
+3,206
25
$2.05M 1.58%
25,735
+180
1
2 3