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
376
$154K 0.01%
4,241
-1,250
377
$152K 0.01%
2,752
-2,154
378
$152K 0.01%
1,788
+80
379
$148K 0.01%
+3,521
380
$148K 0.01%
+1,768
381
$145K 0.01%
+9,051
382
$144K 0.01%
3,017
-509
383
$143K 0.01%
9,358
+388
384
$143K 0.01%
2,377
-61,051
385
$142K 0.01%
1,540
386
$140K 0.01%
+1,192
387
$140K 0.01%
714
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388
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3,864
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389
$136K 0.01%
4,839
-280
390
$136K 0.01%
2,775
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391
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754
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392
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393
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394
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912
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395
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728
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396
$127K 0.01%
2,397
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397
$127K 0.01%
1,354
-94
398
$125K 0.01%
6,589
-2,384
399
$125K 0.01%
1,326
-2,108
400
$123K 0.01%
1,325
-94
14 15
16
17 18