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
676
$16K ﹤0.01%
96
-26
677
$16K ﹤0.01%
279
-22,458
678
$15K ﹤0.01%
150
679
$15K ﹤0.01%
192
680
$15K ﹤0.01%
220
-197
681
$15K ﹤0.01%
245
682
$15K ﹤0.01%
+150
683
$14K ﹤0.01%
241
-647
684
$14K ﹤0.01%
+370
685
$14K ﹤0.01%
204
686
$14K ﹤0.01%
1,862
687
$14K ﹤0.01%
+115
688
$13K ﹤0.01%
329
+4
689
$13K ﹤0.01%
373
+9
690
$13K ﹤0.01%
126
-12,308
691
$13K ﹤0.01%
544
-3
692
$13K ﹤0.01%
2,330
+30
693
$13K ﹤0.01%
4
694
$13K ﹤0.01%
302
695
$13K ﹤0.01%
45
-4,788
696
$13K ﹤0.01%
64
+5
697
$12K ﹤0.01%
114
698
$12K ﹤0.01%
447
-45
699
$12K ﹤0.01%
206
700
$12K ﹤0.01%
450
26 27
28
29 30