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
$255M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$3.29M
3
+$2.36M
4
PPG icon
PPG Industries
PPG
+$2.16M
5
MANH icon
Manhattan Associates
MANH
+$2.03M

Top Sells

1
+$4.27M
2
+$3.51M
3
+$2.14M
4
TSLA icon
Tesla
TSLA
+$1.9M
5
LOW icon
Lowe's Companies
LOW
+$1.64M

Sector Composition

1 Technology 18.84%
2 Financials 13.63%
3 Healthcare 11.41%
4 Industrials 9.46%
5 Consumer Staples 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.29M 3.64%
39,866
-3,962
2
$9.14M 3.58%
56,414
-1,135
3
$9.07M 3.55%
23,180
-481
4
$8.98M 3.52%
79,528
+1,091
5
$8.41M 3.3%
39,905
-790
6
$7.98M 3.13%
22,091
-156
7
$7.67M 3.01%
90,774
-1,133
8
$7.23M 2.83%
8,159
-1,438
9
$6.95M 2.72%
25,643
-6,069
10
$6.88M 2.7%
56,656
-2,711
11
$6.54M 2.56%
15,187
-1,770
12
$6.36M 2.49%
12,888
-4,336
13
$6.35M 2.49%
34,053
-144
14
$6.31M 2.47%
78,107
-1,474
15
$6.23M 2.44%
53,139
-355
16
$6.12M 2.4%
169,296
+201
17
$4.99M 1.95%
24,136
+27
18
$4.93M 1.93%
8,609
-135
19
$4.78M 1.87%
28,137
-599
20
$4.73M 1.85%
28,525
-203
21
$4.72M 1.85%
9,533
-209
22
$4.71M 1.84%
10,226
-108
23
$4.67M 1.83%
100,409
+1,197
24
$4.28M 1.68%
18,420
-504
25
$4.22M 1.65%
38,147
-31,753
1
2 3 4