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
676
$5K ﹤0.01%
90
+17
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266
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35
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684
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685
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686
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87
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690
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502
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695
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+1,000
696
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96
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697
$3K ﹤0.01%
+43
698
$3K ﹤0.01%
+37
699
$3K ﹤0.01%
61
700
$3K ﹤0.01%
+15