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
$3.99B
AUM Growth
+$328M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,241
New
Increased
Reduced
Closed

Top Buys

1 +$16.6M
2 +$14.5M
3 +$12.3M
4
PYPL icon
PayPal
PYPL
+$11.9M
5
FDS icon
Factset
FDS
+$10.4M

Top Sells

1 +$13.7M
2 +$10.9M
3 +$10.8M
4
TRMB icon
Trimble
TRMB
+$10.1M
5
NBIX icon
Neurocrine Biosciences
NBIX
+$10M

Sector Composition

1 Technology 19.11%
2 Healthcare 10.75%
3 Consumer Discretionary 10.72%
4 Financials 10.33%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
$4K ﹤0.01%
224
827
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306
828
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829
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27
-11
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831
$3K ﹤0.01%
65
832
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66
+1
833
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40
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834
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49
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836
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837
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839
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840
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112
841
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82
842
$3K ﹤0.01%
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843
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844
$3K ﹤0.01%
93
845
$3K ﹤0.01%
130
846
$3K ﹤0.01%
1,257
+1,007
847
$3K ﹤0.01%
101
848
$3K ﹤0.01%
108
849
$3K ﹤0.01%
35
850
$3K ﹤0.01%
40