HFS

Hantz Financial Services Portfolio holdings

AUM $6.6B
1-Year Est. Return 14.35%
This Quarter Est. Return
1 Year Est. Return
+14.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.79B
AUM Growth
+$344M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$5.91M
3
+$5.68M
4
WST icon
West Pharmaceutical
WST
+$5.27M
5
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
+$5.04M

Top Sells

1
+$5.34M
2
+$4.1M
3
+$4.03M
4
UNP icon
Union Pacific
UNP
+$3.86M
5
RTN
Raytheon Company
RTN
+$3.39M

Sector Composition

1 Technology 21.68%
2 Healthcare 11.9%
3 Financials 10.99%
4 Communication Services 7.79%
5 Industrials 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$187K 0.01%
5,491
-42
327
$183K 0.01%
971
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328
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333
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334
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335
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336
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337
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338
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339
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21,797
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346
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4,621
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349
$129K 0.01%
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350
$123K 0.01%
1,022
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12 13
14
15 16