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
551
$20K ﹤0.01%
597
-19,818
552
$20K ﹤0.01%
756
+116
553
$20K ﹤0.01%
392
554
$20K ﹤0.01%
2,363
+2,003
555
$19K ﹤0.01%
110
556
$18K ﹤0.01%
87
-2,959
557
$18K ﹤0.01%
+686
558
$18K ﹤0.01%
+895
559
$17K ﹤0.01%
1,993
560
$17K ﹤0.01%
939
+30
561
$17K ﹤0.01%
416
-14,038
562
$17K ﹤0.01%
377
-12,105
563
$17K ﹤0.01%
96
-3,222
564
$16K ﹤0.01%
420
-14,122
565
$16K ﹤0.01%
220
566
$16K ﹤0.01%
336
-11,429
567
$15K ﹤0.01%
216
-7,284
568
$15K ﹤0.01%
196
-6,572
569
$15K ﹤0.01%
504
-15,037
570
$15K ﹤0.01%
383
-12,888
571
$15K ﹤0.01%
448
-15,404
572
$15K ﹤0.01%
503
-17,760
573
$14K ﹤0.01%
357
-12,038
574
$14K ﹤0.01%
226
575
$14K ﹤0.01%
644
-18,750
21 22
23
24 25