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
751
$0 ﹤0.01%
+3
752
-5,345
753
-220
754
$0 ﹤0.01%
+9
755
$0 ﹤0.01%
75
756
-20
757
-285
758
-5
759
$0 ﹤0.01%
+12
760
-123