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
601
$50K ﹤0.01%
550
602
$49K ﹤0.01%
880
603
$49K ﹤0.01%
177
+87
604
$49K ﹤0.01%
7,722
-35
605
$48K ﹤0.01%
351
-176
606
$47K ﹤0.01%
438
-10
607
$47K ﹤0.01%
80
-3
608
$46K ﹤0.01%
1,278
-80
609
$44K ﹤0.01%
286
-11
610
$44K ﹤0.01%
552
611
$44K ﹤0.01%
248
+3
612
$43K ﹤0.01%
691
-86
613
$39K ﹤0.01%
1,050
614
$38K ﹤0.01%
310
-4
615
$38K ﹤0.01%
140
616
$38K ﹤0.01%
208
-4
617
$37K ﹤0.01%
254
618
$36K ﹤0.01%
544
-65
619
$35K ﹤0.01%
410
-25,019
620
$35K ﹤0.01%
1,409
621
$35K ﹤0.01%
1,250
622
$34K ﹤0.01%
1,931
-10
623
$34K ﹤0.01%
3,010
+2,900
624
$34K ﹤0.01%
721
-6
625
$34K ﹤0.01%
635
+508
23 24
25
26 27