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
$3.67B
AUM Growth
+$352M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,256
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$14.1M
3
+$14M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.1M
5
WSC icon
WillScot Mobile Mini Holdings
WSC
+$10.3M

Top Sells

1
+$16M
2
+$11.4M
3
+$9.01M
4
BAC icon
Bank of America
BAC
+$8.24M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.76M

Sector Composition

1 Technology 19.3%
2 Healthcare 11.35%
3 Consumer Discretionary 10.48%
4 Financials 9.97%
5 Industrials 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$57K ﹤0.01%
1,081
+368
552
$55K ﹤0.01%
189
553
$54K ﹤0.01%
588
554
$53K ﹤0.01%
14,653
555
$53K ﹤0.01%
+642
556
$53K ﹤0.01%
1,169
+1,040
557
$52K ﹤0.01%
426
+18
558
$52K ﹤0.01%
1,786
-96
559
$51K ﹤0.01%
2,234
-146,102
560
$51K ﹤0.01%
4
+1
561
$51K ﹤0.01%
1,481
562
$50K ﹤0.01%
736
563
$49K ﹤0.01%
407
+312
564
$49K ﹤0.01%
3,060
+12
565
$49K ﹤0.01%
+977
566
$48K ﹤0.01%
545
+500
567
$48K ﹤0.01%
1,000
568
$46K ﹤0.01%
657
-46,848
569
$46K ﹤0.01%
1,163
570
$46K ﹤0.01%
1,199
+8
571
$45K ﹤0.01%
+315
572
$45K ﹤0.01%
1,632
-2,695
573
$45K ﹤0.01%
229
574
$45K ﹤0.01%
705
-169
575
$44K ﹤0.01%
1,253
21 22
23
24 25