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
551
$99K ﹤0.01%
802
-88
552
$96K ﹤0.01%
2,585
+705
553
$92K ﹤0.01%
8,222
554
$91K ﹤0.01%
317
+18
555
$90K ﹤0.01%
599
-10,704
556
$87K ﹤0.01%
626
557
$85K ﹤0.01%
3,003
-3,612
558
$83K ﹤0.01%
302
-31
559
$83K ﹤0.01%
+498
560
$82K ﹤0.01%
260
561
$81K ﹤0.01%
1,373
+100
562
$80K ﹤0.01%
3,674
-493
563
$78K ﹤0.01%
1,208
+11
564
$77K ﹤0.01%
935
-134
565
$77K ﹤0.01%
534
+8
566
$77K ﹤0.01%
2,137
+1,082
567
$77K ﹤0.01%
939
+1
568
$77K ﹤0.01%
73
+34
569
$76K ﹤0.01%
364
-17
570
$75K ﹤0.01%
282
571
$75K ﹤0.01%
930
-7,280
572
$74K ﹤0.01%
323
-130
573
$73K ﹤0.01%
878
-578
574
$71K ﹤0.01%
8,592
-1,084
575
$69K ﹤0.01%
3,123
+18
21 22
23
24 25