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
426
$139K 0.01%
1,441
+87
427
$139K 0.01%
4,260
+19
428
$138K 0.01%
1,556
-232
429
$136K 0.01%
4,892
+1,473
430
$136K 0.01%
1,793
+96
431
$133K 0.01%
5,871
+1,949
432
$131K 0.01%
35,089
+2,878
433
$127K 0.01%
+9,198
434
$124K 0.01%
755
+27
435
$121K 0.01%
1,423
+98
436
$120K 0.01%
4,841
+149
437
$120K 0.01%
+11,606
438
$116K ﹤0.01%
1,339
+89
439
$113K ﹤0.01%
429
+19
440
$112K ﹤0.01%
934
+52
441
$112K ﹤0.01%
776
+35
442
$110K ﹤0.01%
4,134
+1,111
443
$110K ﹤0.01%
1,295
+57
444
$105K ﹤0.01%
519
+19
445
$104K ﹤0.01%
683
-111
446
$103K ﹤0.01%
314
-25
447
$101K ﹤0.01%
1,368
+221
448
$99K ﹤0.01%
480
449
$98K ﹤0.01%
10,872
+865
450
$96K ﹤0.01%
755
-353
16 17
18
19 20