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
$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
351
$213K 0.01%
779
-22,140
352
$211K 0.01%
1,034
+10
353
$210K 0.01%
1,814
-8
354
$208K 0.01%
+5,954
355
$205K 0.01%
1,320
-324
356
$203K 0.01%
636
-154
357
$201K 0.01%
+3,720
358
$199K 0.01%
7,113
-2,746
359
$195K 0.01%
+3,217
360
$193K 0.01%
1,600
-7,774
361
$189K 0.01%
1,594
-634
362
$189K 0.01%
+2,685
363
$187K 0.01%
+1,080
364
$186K 0.01%
+4,622
365
$182K 0.01%
1,864
-250
366
$177K 0.01%
1,410
-19
367
$176K 0.01%
823
+13
368
$175K 0.01%
+5,337
369
$174K 0.01%
5,205
+210
370
$164K 0.01%
2,046
-108
371
$164K 0.01%
+1,794
372
$161K 0.01%
8,080
+344
373
$160K 0.01%
33,362
+1,389
374
$158K 0.01%
+1,662
375
$156K 0.01%
1,907
+415
13 14
15
16 17