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%
75
-8,300
702
$12K ﹤0.01%
257
+3
703
$12K ﹤0.01%
99
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704
$11K ﹤0.01%
496
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705
$11K ﹤0.01%
151
+40
706
$11K ﹤0.01%
178
707
$11K ﹤0.01%
80
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708
$11K ﹤0.01%
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709
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710
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152
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711
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250
712
$11K ﹤0.01%
548
713
$10K ﹤0.01%
155
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$10K ﹤0.01%
335
715
$10K ﹤0.01%
1,452
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716
$10K ﹤0.01%
373
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$10K ﹤0.01%
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752
-13,025
719
$10K ﹤0.01%
100
720
$9K ﹤0.01%
119
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721
$9K ﹤0.01%
111
722
$9K ﹤0.01%
121
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723
$9K ﹤0.01%
49
-27
724
$9K ﹤0.01%
89
725
$9K ﹤0.01%
201
-2,519
27 28
29
30 31