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
$1.45B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$47M
2
+$34.7M
3
+$33.4M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$32.4M
5
AAPL icon
Apple
AAPL
+$24.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.53%
2 Healthcare 12.02%
3 Financials 11.39%
4 Communication Services 7.81%
5 Industrials 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$90K 0.01%
+1,399
352
$89K 0.01%
+951
353
$88K 0.01%
+930
354
$86K 0.01%
+1,046
355
$85K 0.01%
+564
356
$82K 0.01%
+5,664
357
$82K 0.01%
+14,225
358
$80K 0.01%
+6,903
359
$78K 0.01%
+1,000
360
$78K 0.01%
+970
361
$77K 0.01%
+2,714
362
$77K 0.01%
+1,400
363
$77K 0.01%
+1,967
364
$74K 0.01%
+1,467
365
$72K 0.01%
+1,597
366
$70K ﹤0.01%
+11,526
367
$68K ﹤0.01%
+2,001
368
$67K ﹤0.01%
+659
369
$67K ﹤0.01%
+7,842
370
$66K ﹤0.01%
+916
371
$65K ﹤0.01%
+55,902
372
$64K ﹤0.01%
+649
373
$60K ﹤0.01%
+2,053
374
$57K ﹤0.01%
+1,990
375
$57K ﹤0.01%
+1,630
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