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
451
$43K ﹤0.01%
243
-121
452
$41K ﹤0.01%
458
+200
453
$40K ﹤0.01%
447
-38
454
$38K ﹤0.01%
193
455
$36K ﹤0.01%
+450
456
$33K ﹤0.01%
118
-6,460
457
$33K ﹤0.01%
796
-24,404
458
$32K ﹤0.01%
151
-97
459
$31K ﹤0.01%
+1,088
460
$27K ﹤0.01%
1,587
-861
461
$25K ﹤0.01%
+282
462
$24K ﹤0.01%
181
-353
463
$23K ﹤0.01%
+261
464
$23K ﹤0.01%
+104
465
$22K ﹤0.01%
+340
466
$19K ﹤0.01%
+532
467
$19K ﹤0.01%
+665
468
$18K ﹤0.01%
419
469
$17K ﹤0.01%
600
470
$17K ﹤0.01%
697
-81,229
471
$17K ﹤0.01%
235
-1,314
472
$16K ﹤0.01%
+110
473
$16K ﹤0.01%
+418
474
$16K ﹤0.01%
334
-50,184
475
$14K ﹤0.01%
+201
17 18
19
20 21