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
576
$2K ﹤0.01%
32
-1,235
577
$2K ﹤0.01%
285
+235
578
$2K ﹤0.01%
57
579
$1K ﹤0.01%
5
580
$1K ﹤0.01%
40
+10
581
$1K ﹤0.01%
11
-2,741
582
$1K ﹤0.01%
10
583
$1K ﹤0.01%
20
-756
584
$1K ﹤0.01%
66
-4
585
$1K ﹤0.01%
55
586
$1K ﹤0.01%
+65
587
$1K ﹤0.01%
474
588
$1K ﹤0.01%
+58
589
$1K ﹤0.01%
9
-1,898
590
$1K ﹤0.01%
42
591
$1K ﹤0.01%
20
592
$1K ﹤0.01%
29
+7
593
$1K ﹤0.01%
+10
594
$1K ﹤0.01%
+952
595
$1K ﹤0.01%
+3
596
$1K ﹤0.01%
40
-1,547
597
$1K ﹤0.01%
35
-8,003
598
$1K ﹤0.01%
124
599
$1K ﹤0.01%
+3
600
– –
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22 23
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