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
426
$4K ﹤0.01%
+73
427
$3K ﹤0.01%
+130
428
$3K ﹤0.01%
+56
429
$3K ﹤0.01%
+38
430
$3K ﹤0.01%
+52
431
$3K ﹤0.01%
+17
432
$3K ﹤0.01%
+19
433
$3K ﹤0.01%
+77
434
$3K ﹤0.01%
+238
435
$3K ﹤0.01%
+38
436
$2K ﹤0.01%
+124
437
$2K ﹤0.01%
+93
438
$2K ﹤0.01%
+56
439
$2K ﹤0.01%
+1,047
440
$2K ﹤0.01%
+90
441
$2K ﹤0.01%
+70
442
$2K ﹤0.01%
+106
443
$2K ﹤0.01%
+30
444
$2K ﹤0.01%
+243
445
$2K ﹤0.01%
+119
446
$1K ﹤0.01%
+57
447
$1K ﹤0.01%
+60
448
$1K ﹤0.01%
+89
449
$1K ﹤0.01%
+55
450
$1K ﹤0.01%
+23
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