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
$2.73B
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
676
$2K ﹤0.01%
+10
677
$2K ﹤0.01%
30
-3
678
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+15
679
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32
680
$1K ﹤0.01%
7
+2
681
$1K ﹤0.01%
26
682
$1K ﹤0.01%
+7
683
$1K ﹤0.01%
+39
684
$1K ﹤0.01%
55
+15
685
$1K ﹤0.01%
8
-3
686
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51
-15
687
$1K ﹤0.01%
24
+10
688
$1K ﹤0.01%
+5
689
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+12
690
$1K ﹤0.01%
19
-585
691
$1K ﹤0.01%
+27
692
$1K ﹤0.01%
+5
693
$1K ﹤0.01%
+4
694
$1K ﹤0.01%
+2
695
$1K ﹤0.01%
+21
696
$1K ﹤0.01%
474
697
$1K ﹤0.01%
+10
698
$1K ﹤0.01%
49
-1,998
699
$1K ﹤0.01%
3
700
$1K ﹤0.01%
42
26 27
28
29 30