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
751
$7K ﹤0.01%
433
-35
752
$6K ﹤0.01%
190
-8
753
$6K ﹤0.01%
+45
754
$6K ﹤0.01%
20
-2
755
$6K ﹤0.01%
133
756
$6K ﹤0.01%
300
-4
757
$6K ﹤0.01%
+60
758
$6K ﹤0.01%
369
759
$6K ﹤0.01%
80
-75
760
$6K ﹤0.01%
115
761
$6K ﹤0.01%
136
762
$6K ﹤0.01%
7,400
763
$6K ﹤0.01%
194
764
$5K ﹤0.01%
3,102
765
$5K ﹤0.01%
103
-74
766
$5K ﹤0.01%
106
-3
767
$5K ﹤0.01%
117
768
$5K ﹤0.01%
82
769
$5K ﹤0.01%
16
770
$5K ﹤0.01%
19
771
$5K ﹤0.01%
100
772
$5K ﹤0.01%
79
773
$5K ﹤0.01%
182
774
$5K ﹤0.01%
+43
775
$5K ﹤0.01%
+40
29 30
31
32 33