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
601
$31K ﹤0.01%
+620
602
$31K ﹤0.01%
1,096
+4
603
$30K ﹤0.01%
861
-5,670
604
$30K ﹤0.01%
677
+277
605
$30K ﹤0.01%
496
606
$30K ﹤0.01%
+301
607
$30K ﹤0.01%
1,548
-333
608
$30K ﹤0.01%
212
+100
609
$30K ﹤0.01%
970
610
$30K ﹤0.01%
744
+447
611
$29K ﹤0.01%
658
-83
612
$27K ﹤0.01%
88
-114
613
$27K ﹤0.01%
382
+2
614
$27K ﹤0.01%
581
615
$27K ﹤0.01%
369
+37
616
$27K ﹤0.01%
820
617
$27K ﹤0.01%
2,100
618
$26K ﹤0.01%
+1,011
619
$26K ﹤0.01%
175
+100
620
$26K ﹤0.01%
354
621
$26K ﹤0.01%
+314
622
$25K ﹤0.01%
+618
623
$24K ﹤0.01%
600
624
$23K ﹤0.01%
337
625
$23K ﹤0.01%
239
+190
23 24
25
26 27