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
651
$17K ﹤0.01%
3,300
652
$17K ﹤0.01%
405
653
$17K ﹤0.01%
55
654
$17K ﹤0.01%
1,517
655
$16K ﹤0.01%
34
-21
656
$16K ﹤0.01%
938
+69
657
$16K ﹤0.01%
33
-1,636
658
$16K ﹤0.01%
88
+24
659
$16K ﹤0.01%
365
660
$16K ﹤0.01%
96
661
$16K ﹤0.01%
2,595
-1,020
662
$16K ﹤0.01%
223
663
$16K ﹤0.01%
880
664
$16K ﹤0.01%
136
+5
665
$16K ﹤0.01%
201
666
$16K ﹤0.01%
147
667
$15K ﹤0.01%
123
-9,025
668
$15K ﹤0.01%
481
+2
669
$15K ﹤0.01%
163
-23
670
$15K ﹤0.01%
+1,600
671
$15K ﹤0.01%
+357
672
$15K ﹤0.01%
354
+2
673
$15K ﹤0.01%
720
674
$14K ﹤0.01%
143
675
$14K ﹤0.01%
102
+32
25 26
27
28 29