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
$3.67B
AUM Growth
+$352M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,256
New
Increased
Reduced
Closed

Top Buys

1 +$23.9M
2 +$14.4M
3 +$14.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.4M
5
BJ icon
BJs Wholesale Club
BJ
+$10.2M

Top Sells

1 +$15.8M
2 +$12.5M
3 +$8.36M
4
BAC icon
Bank of America
BAC
+$7.14M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.37M

Sector Composition

1 Technology 19.3%
2 Healthcare 11.35%
3 Consumer Discretionary 10.48%
4 Financials 9.97%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$8K ﹤0.01%
153
727
$8K ﹤0.01%
124
728
$8K ﹤0.01%
100
729
$8K ﹤0.01%
56
730
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338
-20
731
$8K ﹤0.01%
139
732
$8K ﹤0.01%
+1,050
733
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571
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734
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81
735
$8K ﹤0.01%
300
736
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482
737
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738
$8K ﹤0.01%
150
739
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151
740
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198
741
$8K ﹤0.01%
150
742
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858
743
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$7K ﹤0.01%
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745
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26
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$7K ﹤0.01%
264
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747
$7K ﹤0.01%
146
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$7K ﹤0.01%
129
749
$7K ﹤0.01%
187
750
$7K ﹤0.01%
+44