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
$2.41B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$15.2M
3
+$7.53M
4
CRM icon
Salesforce
CRM
+$7.19M
5
META icon
Meta Platforms (Facebook)
META
+$5.04M

Top Sells

1
+$14.7M
2
+$11.8M
3
+$5.54M
4
BDX icon
Becton Dickinson
BDX
+$3.95M
5
PYPL icon
PayPal
PYPL
+$3.52M

Sector Composition

1 Technology 21.63%
2 Healthcare 12.51%
3 Financials 11.81%
4 Communication Services 9.22%
5 Consumer Discretionary 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$179K 0.01%
623
-13
402
$175K 0.01%
1,227
+35
403
$173K 0.01%
5,142
-812
404
$171K 0.01%
4,459
+595
405
$171K 0.01%
790
+36
406
$171K 0.01%
517
+356
407
$170K 0.01%
1,357
-53
408
$169K 0.01%
2,940
-77
409
$165K 0.01%
8,816
+736
410
$162K 0.01%
976
+64
411
$161K 0.01%
+3,451
412
$161K 0.01%
1,400
+179
413
$158K 0.01%
714
414
$157K 0.01%
+1,106
415
$157K 0.01%
910
+39
416
$155K 0.01%
934
+42
417
$155K 0.01%
2,696
-98
418
$151K 0.01%
+1,164
419
$150K 0.01%
1,794
420
$149K 0.01%
+3,362
421
$148K 0.01%
5,124
+285
422
$143K 0.01%
7,130
+1,003
423
$141K 0.01%
299
-24,961
424
$140K 0.01%
2,458
-29,036
425
$140K 0.01%
6,542
-47
15 16
17
18 19