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
951
$1K ﹤0.01%
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961
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968
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969
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1,072
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970
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1,330
971
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1,330
972
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42
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$0 ﹤0.01%
50
974
0
975
-279