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
701
$3K ﹤0.01%
36
702
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703
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69
+18
704
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+17
705
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19
706
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707
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90
-18
708
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66
+37
709
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74
+41
710
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85
711
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33
-5
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24
714
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3
715
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400
-122
716
$2K ﹤0.01%
72
+17
717
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56
718
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136
719
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+56
720
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49
721
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96
722
$2K ﹤0.01%
+59
723
$2K ﹤0.01%
+41
724
$2K ﹤0.01%
371
-1,996
725
$2K ﹤0.01%
23
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27 28
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30 31