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
726
$9K ﹤0.01%
329
+9
727
$9K ﹤0.01%
133
728
$9K ﹤0.01%
+79
729
$9K ﹤0.01%
+177
730
$9K ﹤0.01%
4,300
+2,500
731
$9K ﹤0.01%
136
732
$8K ﹤0.01%
117
733
$8K ﹤0.01%
+78
734
$8K ﹤0.01%
50
-40
735
$8K ﹤0.01%
65
-9,665
736
$8K ﹤0.01%
87
-12
737
$8K ﹤0.01%
+517
738
$8K ﹤0.01%
163
+20
739
$8K ﹤0.01%
73
-2
740
$7K ﹤0.01%
181
+23
741
$7K ﹤0.01%
25
742
$7K ﹤0.01%
60
743
$7K ﹤0.01%
41
-2,923
744
$7K ﹤0.01%
156
745
$7K ﹤0.01%
358
+30
746
$7K ﹤0.01%
349
747
$7K ﹤0.01%
+104
748
$7K ﹤0.01%
603
+149
749
$7K ﹤0.01%
1,000
750
$7K ﹤0.01%
810
28 29
30
31 32