HFS

Hantz Financial Services Portfolio holdings

AUM $6.79B
1-Year Est. Return 14.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.73B
AUM Growth
+$314M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$8.11M
2
+$7.89M
3
+$4.3M
4
CSCO icon
Cisco
CSCO
+$2.96M
5
JPM icon
JPMorgan Chase
JPM
+$2.87M

Top Sells

1
+$9.36M
2
+$6.33M
3
+$4.93M
4
IT icon
Gartner
IT
+$3.91M
5
VYX icon
NCR Voyix
VYX
+$3.31M

Sector Composition

1 Technology 21.62%
2 Healthcare 13%
3 Financials 12%
4 Communication Services 9.26%
5 Consumer Discretionary 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$85K ﹤0.01%
1,433
+1,179
477
$83K ﹤0.01%
5,212
+844
478
$81K ﹤0.01%
462
+71
479
$81K ﹤0.01%
682
+104
480
$80K ﹤0.01%
268
481
$77K ﹤0.01%
1,812
-37
482
$77K ﹤0.01%
1,162
-70
483
$76K ﹤0.01%
3,000
484
$75K ﹤0.01%
1,418
+311
485
$70K ﹤0.01%
583
-28
486
$69K ﹤0.01%
688
+634
487
$68K ﹤0.01%
1,562
+10
488
$67K ﹤0.01%
1,378
-145
489
$61K ﹤0.01%
504
+464
490
$61K ﹤0.01%
252
+1
491
$61K ﹤0.01%
1,946
+1,720
492
$60K ﹤0.01%
174
-343
493
$58K ﹤0.01%
2,201
-67,794
494
$57K ﹤0.01%
+242
495
$53K ﹤0.01%
1,323
-44,624
496
$51K ﹤0.01%
645
+183
497
$51K ﹤0.01%
1,050
498
$50K ﹤0.01%
+578
499
$49K ﹤0.01%
524
-17,616
500
$49K ﹤0.01%
616
18 19
20
21 22