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
476
$305K 0.01%
7,813
-363
477
$304K 0.01%
9,380
+339
478
$301K 0.01%
1,513
+56
479
$300K 0.01%
1,215
+17
480
$297K 0.01%
5,879
-629
481
$291K 0.01%
2,661
+3
482
$287K 0.01%
3,808
+63
483
$286K 0.01%
528
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484
$284K 0.01%
16,222
+54
485
$277K ﹤0.01%
26,833
-132,291
486
$276K ﹤0.01%
5,702
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487
$271K ﹤0.01%
181
-17
488
$268K ﹤0.01%
3,876
-7,003
489
$266K ﹤0.01%
1,654
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490
$265K ﹤0.01%
9,124
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491
$261K ﹤0.01%
836
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492
$257K ﹤0.01%
2,320
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493
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1,505
-62,554
494
$246K ﹤0.01%
3,622
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495
$236K ﹤0.01%
2,532
-192
496
$232K ﹤0.01%
2,752
-103
497
$229K ﹤0.01%
959
+18
498
$225K ﹤0.01%
4,349
-106
499
$222K ﹤0.01%
9,270
+268
500
$222K ﹤0.01%
1,757
18 19
20
21 22