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
701
$12K ﹤0.01%
450
702
$12K ﹤0.01%
75
-8,300
703
$12K ﹤0.01%
257
+3
704
$12K ﹤0.01%
99
+29
705
$11K ﹤0.01%
496
-62
706
$11K ﹤0.01%
151
+40
707
$11K ﹤0.01%
178
708
$11K ﹤0.01%
80
-9
709
$11K ﹤0.01%
150
710
$11K ﹤0.01%
147
-40
711
$11K ﹤0.01%
152
+1
712
$11K ﹤0.01%
250
713
$11K ﹤0.01%
548
714
$10K ﹤0.01%
155
+2
715
$10K ﹤0.01%
335
716
$10K ﹤0.01%
1,452
+50
717
$10K ﹤0.01%
373
-4
718
$10K ﹤0.01%
978
+20
719
$10K ﹤0.01%
752
-13,025
720
$10K ﹤0.01%
100
721
$9K ﹤0.01%
136
722
$9K ﹤0.01%
119
-18,784
723
$9K ﹤0.01%
111
724
$9K ﹤0.01%
121
+43
725
$9K ﹤0.01%
49
-27
27 28
29
30 31