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
$2.41B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$15.5M
3
+$7.56M
4
DOW icon
Dow Inc
DOW
+$7.04M
5
META icon
Meta Platforms (Facebook)
META
+$4.61M

Top Sells

1
+$14.4M
2
+$12.2M
3
+$5.66M
4
BDX icon
Becton Dickinson
BDX
+$4.07M
5
PYPL icon
PayPal
PYPL
+$3.66M

Sector Composition

1 Technology 21.63%
2 Healthcare 12.51%
3 Financials 11.81%
4 Communication Services 9.22%
5 Consumer Discretionary 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$5K ﹤0.01%
33
-16
552
$5K ﹤0.01%
19
553
$5K ﹤0.01%
1
-1
554
$5K ﹤0.01%
96
+23
555
$5K ﹤0.01%
35
556
$4K ﹤0.01%
42
-9
557
$4K ﹤0.01%
+244
558
$4K ﹤0.01%
+116
559
$4K ﹤0.01%
96
+26
560
$4K ﹤0.01%
97
-14,058
561
$4K ﹤0.01%
30
-5
562
$3K ﹤0.01%
61
-63
563
$3K ﹤0.01%
36
-37
564
$3K ﹤0.01%
67
-72
565
$3K ﹤0.01%
74
+18
566
$3K ﹤0.01%
136
+30
567
$3K ﹤0.01%
108
-502
568
$3K ﹤0.01%
+360
569
$3K ﹤0.01%
46
-65
570
$3K ﹤0.01%
+23
571
$2K ﹤0.01%
26
572
$2K ﹤0.01%
136
-32,860
573
$2K ﹤0.01%
+253
574
$2K ﹤0.01%
49
-85
575
$2K ﹤0.01%
33
+7
21 22
23
24 25