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
526
$3K ﹤0.01%
17
527
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528
$3K ﹤0.01%
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-25
529
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+44
530
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70
531
$3K ﹤0.01%
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532
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-70
533
$2K ﹤0.01%
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534
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535
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-28
536
$2K ﹤0.01%
106
537
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+5
538
$1K ﹤0.01%
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539
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30
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540
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+4
541
$1K ﹤0.01%
10
542
$1K ﹤0.01%
+16
543
$1K ﹤0.01%
+70
544
$1K ﹤0.01%
474
545
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42
546
$1K ﹤0.01%
22
547
$1K ﹤0.01%
26
548
$1K ﹤0.01%
8
549
$1K ﹤0.01%
110
550
$1K ﹤0.01%
57
20 21
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23 24