HFS

Hantz Financial Services Portfolio holdings

AUM $6.6B
1-Year Est. Return 14.35%
This Quarter Est. Return
1 Year Est. Return
+14.35%
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
726
$2K ﹤0.01%
+56
727
$2K ﹤0.01%
49
728
$2K ﹤0.01%
96
729
$2K ﹤0.01%
+59
730
$2K ﹤0.01%
+41
731
$2K ﹤0.01%
170
-135
732
$2K ﹤0.01%
124
733
$1K ﹤0.01%
30
+8
734
$1K ﹤0.01%
38
-30
735
$1K ﹤0.01%
+17
736
$1K ﹤0.01%
32
+2
737
$1K ﹤0.01%
+21
738
$1K ﹤0.01%
21
739
$1K ﹤0.01%
+9
740
$1K ﹤0.01%
474
741
$1K ﹤0.01%
+7
742
$1K ﹤0.01%
+9
743
$1K ﹤0.01%
25
744
$1K ﹤0.01%
22
745
$1K ﹤0.01%
+19
746
$1K ﹤0.01%
+13
747
$1K ﹤0.01%
11
748
$1K ﹤0.01%
16
-6,675
749
$1K ﹤0.01%
8
750
$1K ﹤0.01%
20
28 29
30
31 32