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
501
$22K ﹤0.01%
+602
502
$22K ﹤0.01%
177
+174
503
$22K ﹤0.01%
+219
504
$22K ﹤0.01%
82
-952
505
$22K ﹤0.01%
123
-120
506
$20K ﹤0.01%
334
-35
507
$20K ﹤0.01%
211
-12,320
508
$19K ﹤0.01%
1,993
509
$17K ﹤0.01%
110
510
$16K ﹤0.01%
909
+246
511
$16K ﹤0.01%
640
+60
512
$15K ﹤0.01%
+681
513
$14K ﹤0.01%
220
-120
514
$13K ﹤0.01%
143
+100
515
$13K ﹤0.01%
+254
516
$13K ﹤0.01%
272
517
$13K ﹤0.01%
170
-65
518
$12K ﹤0.01%
150
-300
519
$12K ﹤0.01%
+233
520
$12K ﹤0.01%
226
521
$12K ﹤0.01%
233
-101
522
$11K ﹤0.01%
426
+104
523
$11K ﹤0.01%
281
-19,830
524
$10K ﹤0.01%
204
-41
525
$10K ﹤0.01%
320
+36
19 20
21
22 23