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
$151M
AUM Growth
+$7.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.4M
3
+$1.25M
4
NVDA icon
NVIDIA
NVDA
+$1.23M
5
CAT icon
Caterpillar
CAT
+$1.18M

Top Sells

1
+$1.55M
2
+$986K
3
+$857K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$696K
5
WMT icon
Walmart
WMT
+$692K

Sector Composition

1 Technology 22.02%
2 Financials 15.84%
3 Healthcare 13.19%
4 Consumer Discretionary 10.76%
5 Communication Services 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.95M 5.91%
73,234
-37
2
$7.29M 4.82%
30,916
+719
3
$6.47M 4.27%
18,160
+934
4
$6.39M 4.23%
38,910
+1,998
5
$5.87M 3.88%
16,646
+237
6
$5.64M 3.73%
36,480
+920
7
$5.35M 3.54%
10,750
+365
8
$5M 3.31%
20,612
+550
9
$4.95M 3.27%
48,000
+1,900
10
$4.92M 3.25%
368,600
+91,840
11
$4.84M 3.2%
16,426
+552
12
$4.82M 3.19%
145,874
+8,923
13
$4.73M 3.13%
59,766
+3,782
14
$4.7M 3.11%
103,824
-15,285
15
$3.97M 2.63%
35,587
+1,852
16
$3.85M 2.55%
15,819
+699
17
$3.77M 2.49%
26,629
+1,229
18
$3.68M 2.43%
7,740
+345
19
$3.49M 2.31%
16,484
+1,114
20
$3.48M 2.3%
55,815
-5,146
21
$3.27M 2.16%
43,251
+2,145
22
$3.23M 2.14%
29,565
+11,467
23
$3.17M 2.1%
14,262
+6,279
24
$3.06M 2.02%
52,635
+4,402
25
$2.64M 1.74%
18,739
-3,776
1
2 3