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
$3.47B
AUM Growth
+$414M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$9.37M
3
+$6.36M
4
PYPL icon
PayPal
PYPL
+$5.13M
5
DOCU icon
DocuSign
DOCU
+$4.25M

Top Sells

1
+$8.56M
2
+$8.1M
3
+$4.27M
4
BABA icon
Alibaba
BABA
+$3.58M
5
QCOM icon
Qualcomm
QCOM
+$3.3M

Sector Composition

1 Technology 22.26%
2 Healthcare 14.06%
3 Financials 11.71%
4 Consumer Discretionary 9.88%
5 Communication Services 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$31K ﹤0.01%
155
527
$30K ﹤0.01%
+1,224
528
$30K ﹤0.01%
316
-208
529
$29K ﹤0.01%
2,758
-2,013
530
$29K ﹤0.01%
736
-576
531
$29K ﹤0.01%
593
-393
532
$28K ﹤0.01%
364
+3
533
$28K ﹤0.01%
793
+442
534
$28K ﹤0.01%
390
535
$28K ﹤0.01%
360
+17
536
$28K ﹤0.01%
2,090
-183
537
$27K ﹤0.01%
469
-19
538
$27K ﹤0.01%
+675
539
$25K ﹤0.01%
+135
540
$25K ﹤0.01%
+1,340
541
$25K ﹤0.01%
797
-526
542
$25K ﹤0.01%
601
543
$25K ﹤0.01%
1,575
+10
544
$24K ﹤0.01%
602
+24
545
$24K ﹤0.01%
567
546
$24K ﹤0.01%
900
547
$23K ﹤0.01%
550
-377
548
$23K ﹤0.01%
211
549
$22K ﹤0.01%
248
-15
550
$22K ﹤0.01%
188
20 21
22
23 24