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
476
$57K ﹤0.01%
300
-122
477
$53K ﹤0.01%
+4,368
478
$51K ﹤0.01%
616
-20,348
479
$49K ﹤0.01%
+100
480
$47K ﹤0.01%
1,050
-1,056
481
$42K ﹤0.01%
+1,133
482
$41K ﹤0.01%
132
-647
483
$39K ﹤0.01%
462
+15
484
$39K ﹤0.01%
+1,010
485
$35K ﹤0.01%
151
-42
486
$34K ﹤0.01%
+165
487
$34K ﹤0.01%
+964
488
$34K ﹤0.01%
220
-7,314
489
$32K ﹤0.01%
2,282
-175
490
$32K ﹤0.01%
+5,345
491
$30K ﹤0.01%
103
-15
492
$30K ﹤0.01%
713
-30,419
493
$28K ﹤0.01%
677
-25,942
494
$25K ﹤0.01%
+515
495
$25K ﹤0.01%
108
+4
496
$24K ﹤0.01%
+900
497
$23K ﹤0.01%
246
-212
498
$23K ﹤0.01%
+376
499
$23K ﹤0.01%
+694
500
$23K ﹤0.01%
392
-27
18 19
20
21 22