HFS

Hantz Financial Services Portfolio holdings

AUM $6.6B
1-Year Est. Return 14.35%
This Quarter Est. Return
1 Year Est. Return
+14.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.73B
AUM Growth
+$314M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$7.03M
3
+$4.58M
4
CSCO icon
Cisco
CSCO
+$2.99M
5
JPM icon
JPMorgan Chase
JPM
+$2.84M

Top Sells

1
+$10.2M
2
+$6.36M
3
+$5M
4
IT icon
Gartner
IT
+$4.33M
5
VYX icon
NCR Voyix
VYX
+$3.34M

Sector Composition

1 Technology 21.62%
2 Healthcare 13%
3 Financials 12%
4 Communication Services 9.26%
5 Consumer Discretionary 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$20K ﹤0.01%
769
-24,934
552
$20K ﹤0.01%
597
-19,818
553
$20K ﹤0.01%
756
+116
554
$20K ﹤0.01%
392
555
$20K ﹤0.01%
2,363
+2,003
556
$19K ﹤0.01%
110
557
$18K ﹤0.01%
87
-2,959
558
$18K ﹤0.01%
+686
559
$18K ﹤0.01%
+895
560
$17K ﹤0.01%
1,993
561
$17K ﹤0.01%
939
+30
562
$17K ﹤0.01%
416
-14,038
563
$17K ﹤0.01%
377
-12,105
564
$17K ﹤0.01%
96
-3,222
565
$16K ﹤0.01%
420
-14,122
566
$16K ﹤0.01%
220
567
$16K ﹤0.01%
336
-11,429
568
$15K ﹤0.01%
216
-7,284
569
$15K ﹤0.01%
196
-6,572
570
$15K ﹤0.01%
504
-15,037
571
$15K ﹤0.01%
383
-12,888
572
$15K ﹤0.01%
448
-15,404
573
$15K ﹤0.01%
503
-17,760
574
$14K ﹤0.01%
357
-12,038
575
$14K ﹤0.01%
226
21 22
23
24 25