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
551
$5K ﹤0.01%
152
-158
552
$5K ﹤0.01%
33
-16
553
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19
554
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1
-1
555
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96
+23
556
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35
557
$4K ﹤0.01%
42
-9
558
$4K ﹤0.01%
+244
559
$4K ﹤0.01%
+116
560
$4K ﹤0.01%
96
+26
561
$4K ﹤0.01%
97
-14,058
562
$4K ﹤0.01%
30
-5
563
$3K ﹤0.01%
+23
564
$3K ﹤0.01%
61
-63
565
$3K ﹤0.01%
36
-37
566
$3K ﹤0.01%
67
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567
$3K ﹤0.01%
74
+18
568
$3K ﹤0.01%
136
+30
569
$3K ﹤0.01%
108
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570
$3K ﹤0.01%
+360
571
$3K ﹤0.01%
46
-65
572
$2K ﹤0.01%
26
573
$2K ﹤0.01%
136
-32,860
574
$2K ﹤0.01%
+253
575
$2K ﹤0.01%
49
-85
21 22
23
24 25