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
576
$2K ﹤0.01%
33
+7
577
$2K ﹤0.01%
32
-1,235
578
$2K ﹤0.01%
285
+235
579
$2K ﹤0.01%
57
580
$1K ﹤0.01%
5
581
$1K ﹤0.01%
40
+10
582
$1K ﹤0.01%
11
-2,741
583
$1K ﹤0.01%
10
584
$1K ﹤0.01%
20
-756
585
$1K ﹤0.01%
66
-4
586
$1K ﹤0.01%
55
587
$1K ﹤0.01%
+65
588
$1K ﹤0.01%
474
589
$1K ﹤0.01%
+58
590
$1K ﹤0.01%
9
-1,898
591
$1K ﹤0.01%
+3
592
$1K ﹤0.01%
42
593
$1K ﹤0.01%
20
594
$1K ﹤0.01%
29
+7
595
$1K ﹤0.01%
+10
596
$1K ﹤0.01%
+952
597
$1K ﹤0.01%
+3
598
$1K ﹤0.01%
40
-1,547
599
$1K ﹤0.01%
35
-8,003
600
$1K ﹤0.01%
124
22 23
24
25 26