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
451
$95K ﹤0.01%
1,168
+53
452
$94K ﹤0.01%
843
-22,841
453
$94K ﹤0.01%
1,835
+117
454
$91K ﹤0.01%
3,460
+977
455
$90K ﹤0.01%
2,343
+180
456
$89K ﹤0.01%
1,849
-20,057
457
$83K ﹤0.01%
1,513
-884
458
$81K ﹤0.01%
251
+8
459
$80K ﹤0.01%
2,821
+763
460
$76K ﹤0.01%
+268
461
$75K ﹤0.01%
1,552
462
$73K ﹤0.01%
+3,000
463
$73K ﹤0.01%
1,232
-15,146
464
$72K ﹤0.01%
126
-10
465
$72K ﹤0.01%
611
-9,658
466
$71K ﹤0.01%
+391
467
$70K ﹤0.01%
3,728
+48
468
$69K ﹤0.01%
1,160
-1,260
469
$68K ﹤0.01%
938
+936
470
$67K ﹤0.01%
604
-990
471
$64K ﹤0.01%
1,523
+64
472
$62K ﹤0.01%
578
+37
473
$61K ﹤0.01%
1,724
+636
474
$61K ﹤0.01%
2,047
+128
475
$61K ﹤0.01%
1,107
-25
17 18
19
20 21