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
626
$31K ﹤0.01%
335
+3
627
$31K ﹤0.01%
301
628
$30K ﹤0.01%
404
629
$30K ﹤0.01%
1,599
630
$30K ﹤0.01%
929
+2
631
$30K ﹤0.01%
937
632
$29K ﹤0.01%
2,244
633
$28K ﹤0.01%
575
634
$28K ﹤0.01%
1,459
+1,172
635
$28K ﹤0.01%
620
636
$27K ﹤0.01%
300
-4
637
$27K ﹤0.01%
108
638
$27K ﹤0.01%
171
639
$27K ﹤0.01%
291
-97
640
$27K ﹤0.01%
282
-389
641
$26K ﹤0.01%
469
642
$26K ﹤0.01%
745
-321
643
$26K ﹤0.01%
2,202
+32
644
$25K ﹤0.01%
373
645
$25K ﹤0.01%
459
-2,285
646
$24K ﹤0.01%
1,433
-245,282
647
$24K ﹤0.01%
840
-23
648
$24K ﹤0.01%
318
+2
649
$24K ﹤0.01%
294
-177
650
$23K ﹤0.01%
48
-20
24 25
26
27 28