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
$236M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$3.82M
3
+$3.13M
4
DIS icon
Walt Disney
DIS
+$2.42M
5
QCOM icon
Qualcomm
QCOM
+$1.23M

Top Sells

1
+$5.06M
2
+$3.24M
3
+$2.61M
4
NVDA icon
NVIDIA
NVDA
+$1.96M
5
AMD icon
Advanced Micro Devices
AMD
+$1.4M

Sector Composition

1 Technology 19.2%
2 Financials 16.34%
3 Consumer Discretionary 10.99%
4 Healthcare 10.19%
5 Industrials 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.2M 3.89%
45,917
+443
2
$9.16M 3.87%
24,999
-148
3
$8.82M 3.73%
20,968
-2,649
4
$8.5M 3.59%
17,646
+381
5
$8.35M 3.53%
80,441
-25,110
6
$8.31M 3.51%
11,346
+91
7
$8.26M 3.49%
23,089
+405
8
$7.64M 3.23%
44,549
-3,606
9
$7.59M 3.21%
47,991
+2,148
10
$7.34M 3.1%
28,801
-1,163
11
$7.06M 2.98%
78,080
-21,650
12
$6.79M 2.87%
106,276
+15,549
13
$6.79M 2.87%
37,645
+307
14
$6.6M 2.79%
192,458
+10,552
15
$5.92M 2.5%
50,915
+2,169
16
$5.64M 2.39%
61,749
-2,675
17
$5.58M 2.36%
40,610
+914
18
$5.16M 2.18%
29,502
+1,500
19
$5.1M 2.16%
84,833
+2,363
20
$5.08M 2.15%
10,461
-55
21
$4.81M 2.03%
23,412
+2,519
22
$4.65M 1.97%
30,808
+1,056
23
$4.5M 1.9%
10,780
-922
24
$4.43M 1.87%
+90,122
25
$4.43M 1.87%
10,535
+69
1
2 3