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
426
$81K ﹤0.01%
2,163
-115
427
$80K ﹤0.01%
+672
428
$79K ﹤0.01%
136
-48
429
$79K ﹤0.01%
3,419
+436
430
$75K ﹤0.01%
3,922
+150
431
$74K ﹤0.01%
422
-84
432
$74K ﹤0.01%
2,483
+681
433
$67K ﹤0.01%
3,680
-288
434
$65K ﹤0.01%
+3,023
435
$62K ﹤0.01%
1,552
-7,552
436
$61K ﹤0.01%
1,267
-136
437
$60K ﹤0.01%
243
-73
438
$60K ﹤0.01%
+335
439
$58K ﹤0.01%
1,919
-152
440
$55K ﹤0.01%
1,459
+227
441
$55K ﹤0.01%
776
-51
442
$55K ﹤0.01%
541
-418
443
$53K ﹤0.01%
+6,200
444
$52K ﹤0.01%
2,650
-1,982
445
$51K ﹤0.01%
+92
446
$49K ﹤0.01%
161
+47
447
$46K ﹤0.01%
+2,457
448
$45K ﹤0.01%
+1,132
449
$44K ﹤0.01%
+2,058
450
$43K ﹤0.01%
1,362
-260
16 17
18
19 20