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
$3.67B
AUM Growth
+$352M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,256
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$14.1M
3
+$14M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.1M
5
WSC icon
WillScot Mobile Mini Holdings
WSC
+$10.3M

Top Sells

1
+$16M
2
+$11.4M
3
+$9.01M
4
BAC icon
Bank of America
BAC
+$8.24M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.76M

Sector Composition

1 Technology 19.3%
2 Healthcare 11.35%
3 Consumer Discretionary 10.48%
4 Financials 9.97%
5 Industrials 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$241K 0.01%
1,222
+856
477
$241K 0.01%
1,458
478
$239K 0.01%
1,028
-7
479
$233K 0.01%
1,685
-51
480
$227K 0.01%
9,586
+9,363
481
$225K 0.01%
7,916
+848
482
$223K 0.01%
2,453
-120
483
$220K 0.01%
6,789
-1,075
484
$219K 0.01%
1,031
+101
485
$209K 0.01%
6,467
+1,982
486
$206K 0.01%
809
+2
487
$206K 0.01%
899
+89
488
$205K 0.01%
2,477
+570
489
$199K 0.01%
+6,525
490
$199K 0.01%
1,757
491
$196K 0.01%
3,963
+84
492
$191K 0.01%
17,206
+2,366
493
$187K 0.01%
909
+130
494
$175K ﹤0.01%
7,498
+6,478
495
$164K ﹤0.01%
+2,378
496
$164K ﹤0.01%
4,730
+665
497
$163K ﹤0.01%
+873
498
$160K ﹤0.01%
+803
499
$157K ﹤0.01%
915
+785
500
$156K ﹤0.01%
4,165
-633
18 19
20
21 22