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
526
$10K ﹤0.01%
+470
527
$10K ﹤0.01%
243
-91
528
$9K ﹤0.01%
+856
529
$9K ﹤0.01%
287
+66
530
$9K ﹤0.01%
19
531
$9K ﹤0.01%
+281
532
$8K ﹤0.01%
+230
533
$8K ﹤0.01%
+649
534
$8K ﹤0.01%
319
-378
535
$8K ﹤0.01%
512
536
$8K ﹤0.01%
+220
537
$7K ﹤0.01%
100
-101
538
$7K ﹤0.01%
26
-13
539
$7K ﹤0.01%
226
+34
540
$7K ﹤0.01%
238
+52
541
$7K ﹤0.01%
+174
542
$6K ﹤0.01%
+169
543
$6K ﹤0.01%
320
+82
544
$6K ﹤0.01%
+54
545
$5K ﹤0.01%
+40
546
$5K ﹤0.01%
+193
547
$5K ﹤0.01%
128
+35
548
$5K ﹤0.01%
173
+43
549
$5K ﹤0.01%
126
-67
550
$5K ﹤0.01%
171
-141
20 21
22
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