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
576
$43K ﹤0.01%
211
-29
577
$42K ﹤0.01%
470
578
$41K ﹤0.01%
+1,089
579
$40K ﹤0.01%
1,200
580
$40K ﹤0.01%
+307
581
$39K ﹤0.01%
406
582
$39K ﹤0.01%
3,621
583
$39K ﹤0.01%
1,684
-748
584
$39K ﹤0.01%
1,013
585
$37K ﹤0.01%
1,348
586
$37K ﹤0.01%
1,050
587
$37K ﹤0.01%
+231
588
$36K ﹤0.01%
414
-75
589
$36K ﹤0.01%
612
-53,790
590
$36K ﹤0.01%
+1,834
591
$36K ﹤0.01%
+493
592
$35K ﹤0.01%
2,448
+200
593
$34K ﹤0.01%
+140
594
$34K ﹤0.01%
254
595
$33K ﹤0.01%
950
596
$33K ﹤0.01%
68,100
597
$33K ﹤0.01%
2,524
598
$32K ﹤0.01%
110
599
$32K ﹤0.01%
384
-30
600
$31K ﹤0.01%
460
+87
22 23
24
25 26