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
501
$6K ﹤0.01%
+71
502
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31
-567
503
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73
504
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505
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506
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-15
507
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508
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509
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510
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+78
511
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+35
512
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51
-5,708
513
$5K ﹤0.01%
186
514
$5K ﹤0.01%
134
515
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43
-1
516
$4K ﹤0.01%
124
517
$4K ﹤0.01%
130
518
$4K ﹤0.01%
27
519
$4K ﹤0.01%
90
520
$4K ﹤0.01%
238
521
$4K ﹤0.01%
55
-70
522
$4K ﹤0.01%
73
-600
523
$4K ﹤0.01%
35
-6
524
$3K ﹤0.01%
+20
525
$3K ﹤0.01%
93
19 20
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22 23