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
476
$14K ﹤0.01%
1,993
477
$14K ﹤0.01%
369
478
$13K ﹤0.01%
580
479
$13K ﹤0.01%
610
+362
480
$12K ﹤0.01%
245
481
$12K ﹤0.01%
334
-340
482
$11K ﹤0.01%
+19
483
$11K ﹤0.01%
+98
484
$11K ﹤0.01%
+130
485
$11K ﹤0.01%
226
486
$10K ﹤0.01%
+272
487
$10K ﹤0.01%
663
488
$10K ﹤0.01%
39
489
$9K ﹤0.01%
310
490
$9K ﹤0.01%
284
491
$8K ﹤0.01%
193
492
$8K ﹤0.01%
312
-135
493
$8K ﹤0.01%
2
494
$8K ﹤0.01%
+512
495
$8K ﹤0.01%
+559
496
$8K ﹤0.01%
+117
497
$8K ﹤0.01%
325
+115
498
$7K ﹤0.01%
38
-31
499
$7K ﹤0.01%
322
500
$7K ﹤0.01%
+441
18 19
20
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