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
451
$453K 0.01%
1,086
+2
452
$441K 0.01%
2,980
+62
453
$439K 0.01%
19,932
+105
454
$407K 0.01%
+1,438
455
$404K 0.01%
17,202
-75,362
456
$399K 0.01%
19,809
+9
457
$399K 0.01%
+14,241
458
$399K 0.01%
756
-44
459
$383K 0.01%
5,457
-202
460
$377K 0.01%
1,579
-70
461
$372K 0.01%
12,691
+8,038
462
$365K 0.01%
18,872
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463
$357K 0.01%
10,778
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464
$353K 0.01%
3,496
-142
465
$346K 0.01%
1,422
-3
466
$346K 0.01%
2,647
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467
$342K 0.01%
1,060
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468
$338K 0.01%
35,987
-11,985
469
$330K 0.01%
859
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470
$326K 0.01%
9,027
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471
$324K 0.01%
8,994
-31,681
472
$321K 0.01%
3,831
-64
473
$318K 0.01%
1,441
+1,260
474
$307K 0.01%
2,040
-43
475
$305K 0.01%
2,728
+23
17 18
19
20 21