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
401
$13K ﹤0.01%
+1,093
402
$11K ﹤0.01%
+1,993
403
$10K ﹤0.01%
+75
404
$10K ﹤0.01%
+280
405
$9K ﹤0.01%
+258
406
$8K ﹤0.01%
+600
407
$8K ﹤0.01%
+1,053
408
$7K ﹤0.01%
+97
409
$7K ﹤0.01%
+663
410
$7K ﹤0.01%
+580
411
$6K ﹤0.01%
+141
412
$6K ﹤0.01%
+51
413
$6K ﹤0.01%
+284
414
$6K ﹤0.01%
+192
415
$6K ﹤0.01%
+369
416
$5K ﹤0.01%
+45
417
$5K ﹤0.01%
+221
418
$5K ﹤0.01%
+2
419
$5K ﹤0.01%
+186
420
$5K ﹤0.01%
+125
421
$4K ﹤0.01%
+322
422
$4K ﹤0.01%
+139
423
$4K ﹤0.01%
+66
424
$4K ﹤0.01%
+88
425
$4K ﹤0.01%
+288