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
501
$221K ﹤0.01%
2,238
+2
502
$219K ﹤0.01%
857
+79
503
$214K ﹤0.01%
1,440
-55
504
$214K ﹤0.01%
5,453
+3,854
505
$206K ﹤0.01%
1,655
-200
506
$200K ﹤0.01%
5,539
+185
507
$198K ﹤0.01%
3,507
-92
508
$195K ﹤0.01%
+6,714
509
$194K ﹤0.01%
+3,499
510
$192K ﹤0.01%
+1,623
511
$185K ﹤0.01%
780
-105
512
$184K ﹤0.01%
+1,967
513
$183K ﹤0.01%
2,076
+601
514
$181K ﹤0.01%
1,746
515
$179K ﹤0.01%
3,964
+10
516
$178K ﹤0.01%
995
+145
517
$175K ﹤0.01%
1,292
-2,310
518
$172K ﹤0.01%
14,216
519
$168K ﹤0.01%
877
+3
520
$168K ﹤0.01%
2,730
+17
521
$166K ﹤0.01%
+2,667
522
$160K ﹤0.01%
409
+2
523
$159K ﹤0.01%
771
+297
524
$157K ﹤0.01%
12,287
525
$152K ﹤0.01%
1,159
-17
19 20
21
22 23