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
626
$23K ﹤0.01%
625
+1
627
$23K ﹤0.01%
396
628
$23K ﹤0.01%
4,000
+1,000
629
$23K ﹤0.01%
1,250
+200
630
$23K ﹤0.01%
264
-65
631
$22K ﹤0.01%
1,200
632
$22K ﹤0.01%
446
+190
633
$22K ﹤0.01%
944
634
$21K ﹤0.01%
1,189
+154
635
$21K ﹤0.01%
2,014
636
$21K ﹤0.01%
357
637
$21K ﹤0.01%
637
638
$20K ﹤0.01%
+382
639
$20K ﹤0.01%
583
+50
640
$20K ﹤0.01%
395
641
$20K ﹤0.01%
2,074
+57
642
$20K ﹤0.01%
159
+44
643
$19K ﹤0.01%
2,370
+300
644
$19K ﹤0.01%
5
645
$19K ﹤0.01%
462
-586
646
$18K ﹤0.01%
1,114
+70
647
$18K ﹤0.01%
512
-98
648
$18K ﹤0.01%
240
649
$18K ﹤0.01%
1,284
-87,874
650
$17K ﹤0.01%
1,694
+124
24 25
26
27 28