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
351
$120K 0.01%
1,127
+157
352
$116K 0.01%
+839
353
$115K 0.01%
766
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354
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-228
355
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978
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356
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1,374
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357
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521
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358
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11,898
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1,077
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360
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361
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956
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364
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1,042
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365
$96K 0.01%
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369
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3,036
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370
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371
$85K ﹤0.01%
2,329
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372
$85K ﹤0.01%
1,549
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373
$85K ﹤0.01%
1,464
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374
$84K ﹤0.01%
942
+26
375
$84K ﹤0.01%
8,249
-1,896
13 14
15
16 17