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
526
$151K ﹤0.01%
854
+115
527
$142K ﹤0.01%
2,299
-74
528
$142K ﹤0.01%
3,207
529
$140K ﹤0.01%
1,739
530
$138K ﹤0.01%
1,793
531
$138K ﹤0.01%
1,471
-20
532
$131K ﹤0.01%
2,572
+18
533
$129K ﹤0.01%
849
-65
534
$129K ﹤0.01%
1,246
-96
535
$127K ﹤0.01%
2,012
-127
536
$127K ﹤0.01%
1,986
-55
537
$122K ﹤0.01%
1,855
-457
538
$119K ﹤0.01%
1,417
+7
539
$118K ﹤0.01%
+278
540
$116K ﹤0.01%
1,942
+8
541
$116K ﹤0.01%
1,409
542
$116K ﹤0.01%
1,534
-311
543
$115K ﹤0.01%
534
544
$112K ﹤0.01%
280
545
$112K ﹤0.01%
430
-15
546
$111K ﹤0.01%
408
547
$111K ﹤0.01%
1,527
548
$109K ﹤0.01%
709
-326
549
$107K ﹤0.01%
927
550
$104K ﹤0.01%
1,212
+3
20 21
22
23 24