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
526
$28K ﹤0.01%
+155
527
$28K ﹤0.01%
151
-69
528
$27K ﹤0.01%
628
-49
529
$27K ﹤0.01%
+361
530
$27K ﹤0.01%
584
-21,875
531
$27K ﹤0.01%
+354
532
$26K ﹤0.01%
659
-54
533
$26K ﹤0.01%
108
534
$26K ﹤0.01%
1,413
-48,094
535
$25K ﹤0.01%
900
536
$25K ﹤0.01%
191
+14
537
$24K ﹤0.01%
986
-21,086
538
$24K ﹤0.01%
334
539
$24K ﹤0.01%
211
540
$22K ﹤0.01%
428
-14,970
541
$22K ﹤0.01%
+717
542
$22K ﹤0.01%
682
-22,773
543
$22K ﹤0.01%
482
-15,753
544
$21K ﹤0.01%
354
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545
$21K ﹤0.01%
553
-18,489
546
$21K ﹤0.01%
634
+314
547
$21K ﹤0.01%
+385
548
$21K ﹤0.01%
987
-16,314
549
$21K ﹤0.01%
74
-8
550
$20K ﹤0.01%
769
-24,934
20 21
22
23 24