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
551
$22K ﹤0.01%
429
+10
552
$22K ﹤0.01%
369
-243
553
$21K ﹤0.01%
294
-188
554
$21K ﹤0.01%
804
+648
555
$20K ﹤0.01%
+742
556
$20K ﹤0.01%
655
-21
557
$20K ﹤0.01%
+138
558
$20K ﹤0.01%
91
-9
559
$19K ﹤0.01%
220
560
$19K ﹤0.01%
948
+285
561
$19K ﹤0.01%
711
+612
562
$19K ﹤0.01%
+102
563
$18K ﹤0.01%
737
-249
564
$18K ﹤0.01%
+431
565
$18K ﹤0.01%
127
-643
566
$17K ﹤0.01%
+34
567
$17K ﹤0.01%
104
568
$17K ﹤0.01%
795
-192
569
$16K ﹤0.01%
110
-36
570
$16K ﹤0.01%
870
571
$16K ﹤0.01%
96
-50
572
$16K ﹤0.01%
142
+63
573
$16K ﹤0.01%
845
-568
574
$15K ﹤0.01%
1,257
-423
575
$15K ﹤0.01%
+211
21 22
23
24 25