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
351
$1.36M 0.02%
51,132
+383
352
$1.35M 0.02%
40,070
-33
353
$1.35M 0.02%
52,487
-1,461
354
$1.34M 0.02%
20,353
-544
355
$1.31M 0.02%
+8,176
356
$1.3M 0.02%
18,038
-244
357
$1.3M 0.02%
33,479
+4,226
358
$1.28M 0.02%
12,048
+1,595
359
$1.27M 0.02%
40,044
-561
360
$1.26M 0.02%
16,009
-226
361
$1.23M 0.02%
2,489
-63
362
$1.22M 0.02%
2,716
+14
363
$1.21M 0.02%
2,483
+56
364
$1.21M 0.02%
73,650
+2,177
365
$1.2M 0.02%
20,931
366
$1.2M 0.02%
4,821
+3
367
$1.18M 0.02%
69,003
+18,799
368
$1.18M 0.02%
12,247
-47
369
$1.17M 0.02%
192,392
+21,503
370
$1.17M 0.02%
24,516
+976
371
$1.15M 0.02%
6,367
-90
372
$1.14M 0.02%
14,468
-95
373
$1.14M 0.02%
+21,167
374
$1.14M 0.02%
+34,294
375
$1.13M 0.02%
+22,500
13 14
15
16 17