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
326
$1.81M 0.03%
99,787
-1,725
327
$1.79M 0.03%
43,564
-154
328
$1.72M 0.03%
91,561
+1,223
329
$1.72M 0.03%
8,951
-143
330
$1.71M 0.03%
6,294
+790
331
$1.7M 0.03%
147,636
+6,377
332
$1.69M 0.03%
24,686
+4,919
333
$1.68M 0.03%
8,469
-458
334
$1.67M 0.03%
15,425
+15,405
335
$1.65M 0.03%
3,544
+69
336
$1.64M 0.03%
37,071
-2,349
337
$1.63M 0.03%
133,887
-3,089
338
$1.62M 0.03%
10,981
-72,679
339
$1.58M 0.03%
3,333
+133
340
$1.58M 0.03%
+70,413
341
$1.57M 0.03%
4,497
+2,419
342
$1.5M 0.03%
31,968
-542
343
$1.46M 0.03%
30,590
-341
344
$1.46M 0.03%
75,960
-5,740
345
$1.45M 0.03%
75,165
-930
346
$1.45M 0.03%
13,243
+697
347
$1.44M 0.03%
23,545
+1,472
348
$1.41M 0.03%
33,818
+6,347
349
$1.38M 0.02%
22,503
-1,447
350
$1.37M 0.02%
45,262
-507
12 13
14
15 16