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
576
$15K ﹤0.01%
113
-103
577
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334
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$14K ﹤0.01%
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582
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36
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585
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484
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58
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$12K ﹤0.01%
100
590
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474
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$12K ﹤0.01%
+62
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+141
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326
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595
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52
-35
596
$12K ﹤0.01%
37
-50
597
$12K ﹤0.01%
294
-63
598
$12K ﹤0.01%
+86
599
$11K ﹤0.01%
213
-141
600
$11K ﹤0.01%
+67
22 23
24
25 26