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
376
$1.12M 0.02%
18,885
+10,106
377
$1.12M 0.02%
2,019
-3,566
378
$1.12M 0.02%
31,977
+4,243
379
$1.12M 0.02%
13,960
+834
380
$1.11M 0.02%
26,227
+746
381
$1.1M 0.02%
194,247
+56,705
382
$1.08M 0.02%
6,722
-4,990
383
$1.07M 0.02%
104,940
-1,514
384
$1.07M 0.02%
7,021
+1,941
385
$1.05M 0.02%
9,820
-727
386
$1.05M 0.02%
24,671
-648
387
$1.05M 0.02%
27,776
-684
388
$1.05M 0.02%
4,059
+8
389
$1.03M 0.02%
15,996
-781
390
$1.03M 0.02%
4,804
-192
391
$1.02M 0.02%
5,099
+52
392
$1.02M 0.02%
6,485
-166
393
$1M 0.02%
8,076
-19
394
$982K 0.02%
55,973
+38,816
395
$976K 0.02%
9,465
-7,452
396
$939K 0.02%
31,194
-1,520
397
$931K 0.02%
19,737
+207
398
$930K 0.02%
30,838
-13,567
399
$906K 0.02%
21,922
-1,020
400
$886K 0.02%
12,548
+6
14 15
16
17 18