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
576
$68K ﹤0.01%
437
577
$68K ﹤0.01%
1,872
+24
578
$65K ﹤0.01%
123
-1,421
579
$62K ﹤0.01%
+499
580
$61K ﹤0.01%
239
-177
581
$61K ﹤0.01%
907
-21,210
582
$61K ﹤0.01%
1,031
+1
583
$61K ﹤0.01%
303
-33,122
584
$61K ﹤0.01%
1,045
585
$59K ﹤0.01%
2,091
-201
586
$58K ﹤0.01%
447
-26
587
$58K ﹤0.01%
832
-3
588
$57K ﹤0.01%
1,000
-14
589
$57K ﹤0.01%
396
590
$56K ﹤0.01%
351
591
$56K ﹤0.01%
+2,164
592
$56K ﹤0.01%
+211
593
$55K ﹤0.01%
1,077
-298
594
$55K ﹤0.01%
924
-24
595
$53K ﹤0.01%
203
596
$52K ﹤0.01%
2,508
+2,460
597
$51K ﹤0.01%
230
-4,422
598
$51K ﹤0.01%
357
+1
599
$51K ﹤0.01%
1,824
+1,725
600
$51K ﹤0.01%
786
-90
22 23
24
25 26