HFS

Hantz Financial Services Portfolio holdings

AUM $6.79B
1-Year Est. Return 14.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.82%
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
+$19.9M
2
+$9.02M
3
+$6.59M
4
DOCU
DocuSign
DOCU
+$6.36M
5
PYPL icon
PayPal
PYPL
+$5.88M

Top Sells

1
+$8.45M
2
+$7.63M
3
+$4.39M
4
TRI icon
Thomson Reuters
TRI
+$4.22M
5
CADE
Cadence Bancorporation
CADE
+$3.06M

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
751
$1K ﹤0.01%
+11
752
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+30
753
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21
754
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41
+30
755
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4
756
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35
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757
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+23
758
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759
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25
760
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761
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22
762
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38
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763
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+17
764
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+10
765
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0
766
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767
$0 ﹤0.01%
3
768
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769
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$0 ﹤0.01%
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771
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772
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-2,077
773
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774
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-1,166
775
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-50
29 30
31
32 33