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
451
$1K ﹤0.01%
+25
452
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453
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+22
454
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455
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456
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457
$0 ﹤0.01%
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458
$0 ﹤0.01%
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459
$0 ﹤0.01%
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460
$0 ﹤0.01%
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461
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0
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0
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$0 ﹤0.01%
+5