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
301
$2.37M 0.04%
4,677
-5
302
$2.36M 0.04%
4,771
+4,415
303
$2.33M 0.04%
10,717
-1,108
304
$2.27M 0.04%
14,573
-381
305
$2.25M 0.04%
31,241
-439
306
$2.23M 0.04%
18,007
+8,911
307
$2.23M 0.04%
71,437
+8,917
308
$2.2M 0.04%
29,818
-39,544
309
$2.15M 0.04%
241,812
+45,997
310
$2.15M 0.04%
8,208
+721
311
$2.14M 0.04%
41,755
+1,133
312
$2.06M 0.04%
5,375
-44
313
$2.05M 0.04%
19,433
+2,821
314
$2.03M 0.04%
39,423
-1,107
315
$2.01M 0.04%
49,040
-1,306
316
$1.99M 0.04%
56,888
-5,572
317
$1.98M 0.04%
53,930
+1,194
318
$1.97M 0.03%
149,229
+12,524
319
$1.95M 0.03%
27,417
+7,270
320
$1.95M 0.03%
799,101
+111,615
321
$1.94M 0.03%
71,035
-1,769
322
$1.91M 0.03%
53,921
-3,366
323
$1.91M 0.03%
3,538
+59
324
$1.87M 0.03%
55,778
+24,572
325
$1.87M 0.03%
16,234
+248
11 12
13
14 15