HFS

Hantz Financial Services Portfolio holdings

AUM $6.79B
1-Year Est. Return 14.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.82%
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
+$19.9M
2
+$9.02M
3
+$6.59M
4
DOCU
DocuSign
DOCU
+$6.36M
5
PYPL icon
PayPal
PYPL
+$5.88M

Top Sells

1
+$8.45M
2
+$7.63M
3
+$4.39M
4
TRI icon
Thomson Reuters
TRI
+$4.22M
5
CADE
Cadence Bancorporation
CADE
+$3.06M

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
$21K ﹤0.01%
294
-188
552
$21K ﹤0.01%
804
+648
553
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+742
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655
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556
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91
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$19K ﹤0.01%
220
558
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948
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711
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+102
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737
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563
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127
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$17K ﹤0.01%
+34
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104
566
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795
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870
569
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570
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142
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845
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572
$15K ﹤0.01%
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+211
574
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113
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575
$15K ﹤0.01%
194
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21 22
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24 25