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
576
$13K ﹤0.01%
143
577
$13K ﹤0.01%
1,686
-59,081
578
$13K ﹤0.01%
272
579
$13K ﹤0.01%
+311
580
$13K ﹤0.01%
523
-17,263
581
$13K ﹤0.01%
170
582
$13K ﹤0.01%
+424
583
$13K ﹤0.01%
362
-12,193
584
$13K ﹤0.01%
402
-13,686
585
$12K ﹤0.01%
204
586
$12K ﹤0.01%
256
-8,454
587
$12K ﹤0.01%
456
+30
588
$12K ﹤0.01%
348
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589
$12K ﹤0.01%
+351
590
$12K ﹤0.01%
281
591
$12K ﹤0.01%
640
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592
$11K ﹤0.01%
454
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593
$11K ﹤0.01%
307
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594
$11K ﹤0.01%
338
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595
$11K ﹤0.01%
229
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596
$11K ﹤0.01%
204
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597
$11K ﹤0.01%
772
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598
$11K ﹤0.01%
606
-21,099
599
$10K ﹤0.01%
100
600
$10K ﹤0.01%
188
-6,369
22 23
24
25 26