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
$191M
AUM Growth
-$7.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$793K
3
+$614K
4
AMT icon
American Tower
AMT
+$583K
5
ILMN icon
Illumina
ILMN
+$572K

Top Sells

1
+$2M
2
+$1.74M
3
+$1.71M
4
COIN icon
Coinbase
COIN
+$1.06M
5
WMT icon
Walmart
WMT
+$653K

Sector Composition

1 Technology 18.02%
2 Financials 15.75%
3 Consumer Discretionary 13.42%
4 Consumer Staples 10.39%
5 Healthcare 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.61M 4.51%
102,206
-3,748
2
$8.28M 4.34%
48,375
+3,589
3
$7.43M 3.9%
13,157
-3,088
4
$7.27M 3.81%
23,029
+568
5
$7.09M 3.71%
60,273
+1,438
6
$6.85M 3.59%
44,006
+1,464
7
$6.73M 3.53%
16,998
+294
8
$6.57M 3.44%
45,327
+2,312
9
$6.57M 3.44%
24,062
+4,139
10
$6.1M 3.2%
22,323
+450
11
$5.94M 3.11%
28,574
+580
12
$5.85M 3.07%
64,091
+3,266
13
$5.64M 2.96%
105,786
-12,240
14
$5.33M 2.79%
177,502
-66,698
15
$5.14M 2.7%
30,357
+2,411
16
$4.73M 2.48%
36,168
+270
17
$4.7M 2.46%
36,943
-226
18
$4.65M 2.43%
81,092
+13,842
19
$4.36M 2.29%
78,155
+2,159
20
$4.34M 2.28%
39,465
+590
21
$4.31M 2.26%
99,190
+260
22
$4.23M 2.22%
8,303
+61
23
$4.07M 2.13%
22,047
+2,860
24
$3.76M 1.97%
11,617
+516
25
$3.63M 1.9%
10,365
+242
1
2 3