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
626
$6K ﹤0.01%
35
627
$5K ﹤0.01%
193
628
$5K ﹤0.01%
522
-10,350
629
$5K ﹤0.01%
53
-5,485
630
$5K ﹤0.01%
171
631
$5K ﹤0.01%
152
632
$5K ﹤0.01%
136
-5,083
633
$5K ﹤0.01%
19
634
$5K ﹤0.01%
996
-82,983
635
$5K ﹤0.01%
111
+15
636
$5K ﹤0.01%
208
+72
637
$5K ﹤0.01%
90
-6
638
$5K ﹤0.01%
1
639
$4K ﹤0.01%
+6
640
$4K ﹤0.01%
68
-2,529
641
$4K ﹤0.01%
+110
642
$4K ﹤0.01%
60
-1,100
643
$4K ﹤0.01%
116
644
$4K ﹤0.01%
+100
645
$4K ﹤0.01%
85
-12
646
$4K ﹤0.01%
+41
647
$4K ﹤0.01%
+74
648
$4K ﹤0.01%
46
649
$4K ﹤0.01%
30
650
$3K ﹤0.01%
23
24 25
26
27 28