HFS

Hantz Financial Services Portfolio holdings

AUM $6.18B
1-Year Est. Return 15.04%
This Quarter Est. Return
1 Year Est. Return
+15.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.24B
AUM Growth
+$277M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1 +$6.84M
2 +$6.7M
3 +$3.95M
4
TFX icon
Teleflex
TFX
+$3.51M
5
TSN icon
Tyson Foods
TSN
+$3.43M

Top Sells

1 +$6.05M
2 +$5.07M
3 +$3.67M
4
AEP icon
American Electric Power
AEP
+$2.96M
5
KMI icon
Kinder Morgan
KMI
+$2.82M

Sector Composition

1 Technology 22.01%
2 Healthcare 13.72%
3 Financials 11.28%
4 Communication Services 8.29%
5 Consumer Discretionary 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$996K 0.04%
21,530
+694
252
$995K 0.04%
12,531
-1,055
253
$993K 0.04%
31,132
-1,113
254
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20,964
-5,508
255
$935K 0.04%
+16,378
256
$905K 0.04%
26,619
-929
257
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13,561
+327
258
$871K 0.04%
5,528
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259
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17,825
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260
$853K 0.04%
10,274
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261
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20,111
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262
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5,969
+268
263
$815K 0.04%
33,229
-9,382
264
$795K 0.04%
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265
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266
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267
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7,973
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268
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269
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10,359
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270
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23,225
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271
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8,699
-85
272
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3,047
+127
273
$647K 0.03%
10,483
-755
274
$635K 0.03%
1,656
275
$635K 0.03%
21,563
+183