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
$3.39B
AUM Growth
-$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,168
New
Increased
Reduced
Closed

Top Buys

1 +$15.4M
2 +$15.2M
3 +$12.2M
4
META icon
Meta Platforms (Facebook)
META
+$11.2M
5
SAIA icon
Saia
SAIA
+$11M

Top Sells

1 +$17.3M
2 +$17.1M
3 +$10.6M
4
ZTS icon
Zoetis
ZTS
+$10M
5
CTAS icon
Cintas
CTAS
+$9.9M

Sector Composition

1 Technology 21.38%
2 Healthcare 13.44%
3 Financials 12.45%
4 Consumer Discretionary 9.08%
5 Communication Services 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$9K ﹤0.01%
58
727
$9K ﹤0.01%
292
728
$9K ﹤0.01%
+1,104
729
$9K ﹤0.01%
320
730
$8K ﹤0.01%
1,993
731
$8K ﹤0.01%
119
732
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168
733
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31
-5
734
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327
735
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+66
736
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+34
737
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+39
738
$8K ﹤0.01%
235
739
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+227
740
$8K ﹤0.01%
1,667
+1,296
741
$8K ﹤0.01%
+155
742
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117
743
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744
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+56
745
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113
746
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157
747
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229
748
$7K ﹤0.01%
183
+2
749
$7K ﹤0.01%
+396
750
$7K ﹤0.01%
140