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
651
$3K ﹤0.01%
61
652
$3K ﹤0.01%
36
653
$3K ﹤0.01%
67
654
$3K ﹤0.01%
+29
655
$3K ﹤0.01%
+99
656
$3K ﹤0.01%
108
657
$3K ﹤0.01%
+91
658
$3K ﹤0.01%
49
659
$3K ﹤0.01%
+200
660
$3K ﹤0.01%
+20
661
$3K ﹤0.01%
+61
662
$3K ﹤0.01%
+165
663
$3K ﹤0.01%
305
-11,301
664
$2K ﹤0.01%
136
665
$2K ﹤0.01%
+96
666
$2K ﹤0.01%
3
-123
667
$2K ﹤0.01%
17
-25
668
$2K ﹤0.01%
20
669
$2K ﹤0.01%
79
+24
670
$2K ﹤0.01%
+30
671
$2K ﹤0.01%
59
-15
672
$2K ﹤0.01%
68
+39
673
$2K ﹤0.01%
+37
674
$2K ﹤0.01%
+60
675
$2K ﹤0.01%
+10
25 26
27
28 29