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
$3K ﹤0.01%
24
703
$3K ﹤0.01%
69
+18
704
$3K ﹤0.01%
+17
705
$3K ﹤0.01%
19
706
$3K ﹤0.01%
+13
707
$3K ﹤0.01%
90
-18
708
$3K ﹤0.01%
66
+37
709
$3K ﹤0.01%
74
+41
710
$3K ﹤0.01%
85
711
$3K ﹤0.01%
33
-5
712
$2K ﹤0.01%
26
713
$2K ﹤0.01%
24
714
$2K ﹤0.01%
3
715
$2K ﹤0.01%
400
-122
716
$2K ﹤0.01%
72
+17
717
$2K ﹤0.01%
56
718
$2K ﹤0.01%
136
719
$2K ﹤0.01%
+56
720
$2K ﹤0.01%
49
721
$2K ﹤0.01%
96
722
$2K ﹤0.01%
+59
723
$2K ﹤0.01%
+41
724
$2K ﹤0.01%
371
-1,996
725
$2K ﹤0.01%
23
-23