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
651
$23K ﹤0.01%
177
-11
652
$23K ﹤0.01%
259
+6
653
$22K ﹤0.01%
193
+155
654
$22K ﹤0.01%
487
655
$21K ﹤0.01%
236
656
$21K ﹤0.01%
66
-29
657
$21K ﹤0.01%
620
658
$20K ﹤0.01%
112
659
$20K ﹤0.01%
541
-6
660
$20K ﹤0.01%
959
661
$20K ﹤0.01%
201
662
$19K ﹤0.01%
912
663
$19K ﹤0.01%
2,228
-425
664
$18K ﹤0.01%
207
665
$18K ﹤0.01%
374
+45
666
$18K ﹤0.01%
272
667
$17K ﹤0.01%
427
668
$17K ﹤0.01%
500
669
$17K ﹤0.01%
273
-10
670
$17K ﹤0.01%
+230
671
$17K ﹤0.01%
158
-46
672
$17K ﹤0.01%
368
+2
673
$16K ﹤0.01%
2,139
+24
674
$16K ﹤0.01%
531
675
$16K ﹤0.01%
368
25 26
27
28 29