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
$5.63B
AUM Growth
+$433M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,238
New
Increased
Reduced
Closed

Top Buys

1
+$34.5M
2
+$30.8M
3
+$26.2M
4
AAPL icon
Apple
AAPL
+$25.9M
5
ORCL icon
Oracle
ORCL
+$25.2M

Top Sells

1
+$31.3M
2
+$13.7M
3
+$12.2M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.2M
5
CVX icon
Chevron
CVX
+$10.7M

Sector Composition

1 Technology 14.96%
2 Financials 8.22%
3 Healthcare 7.88%
4 Consumer Discretionary 6.92%
5 Industrials 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.81M 0.05%
6,113
+695
277
$2.81M 0.05%
9,409
-388
278
$2.8M 0.05%
54,975
-1,715
279
$2.8M 0.05%
13,841
-11,429
280
$2.8M 0.05%
70,516
-4,865
281
$2.8M 0.05%
33,367
+263
282
$2.79M 0.05%
23,526
-529
283
$2.77M 0.05%
51,407
+2,790
284
$2.73M 0.05%
27,262
+599
285
$2.71M 0.05%
34,729
+965
286
$2.68M 0.05%
71,322
-187,378
287
$2.6M 0.05%
71,648
+5,021
288
$2.58M 0.05%
10,092
+255
289
$2.57M 0.05%
30,417
+296
290
$2.52M 0.04%
42,863
-4,468
291
$2.51M 0.04%
81,309
-1,207
292
$2.51M 0.04%
28,344
-137,885
293
$2.48M 0.04%
38,351
-556
294
$2.45M 0.04%
10,212
+111
295
$2.44M 0.04%
77,621
-21,069
296
$2.43M 0.04%
43,836
+26,545
297
$2.43M 0.04%
8,374
+2,266
298
$2.4M 0.04%
60,855
-3,007
299
$2.4M 0.04%
9,908
-43,289
300
$2.38M 0.04%
104,304
-3,674
10 11
12
13 14