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
401
$120K 0.01%
1,221
-87
402
$118K 0.01%
892
-66
403
$116K 0.01%
2,794
+252
404
$116K 0.01%
1,697
+80
405
$115K 0.01%
871
+116
406
$114K 0.01%
2,420
-500
407
$114K 0.01%
6,127
-139
408
$111K 0.01%
500
-8
409
$111K 0.01%
32,211
+1,340
410
$109K ﹤0.01%
794
+144
411
$108K ﹤0.01%
1,250
-96
412
$108K ﹤0.01%
882
-121
413
$104K ﹤0.01%
10,007
+404
414
$101K ﹤0.01%
1,147
-24
415
$98K ﹤0.01%
410
-174
416
$97K ﹤0.01%
852
+158
417
$97K ﹤0.01%
741
-38
418
$93K ﹤0.01%
480
+29
419
$91K ﹤0.01%
1,238
-80
420
$91K ﹤0.01%
4,692
-297
421
$89K ﹤0.01%
+339
422
$89K ﹤0.01%
+2,106
423
$87K ﹤0.01%
1,115
-279
424
$84K ﹤0.01%
801
+733
425
$84K ﹤0.01%
1,718
-282
15 16
17
18 19