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

Top Buys

1
+$22.4M
2
+$14.1M
3
+$14M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.1M
5
WSC icon
WillScot Mobile Mini Holdings
WSC
+$10.3M

Top Sells

1
+$16M
2
+$11.4M
3
+$9.01M
4
BAC icon
Bank of America
BAC
+$8.24M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.76M

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
776
$6K ﹤0.01%
507
+100
777
$6K ﹤0.01%
72
-13
778
$6K ﹤0.01%
126
779
$6K ﹤0.01%
45
780
$6K ﹤0.01%
219
781
$6K ﹤0.01%
136
782
$6K ﹤0.01%
7,400
783
$6K ﹤0.01%
31
784
$6K ﹤0.01%
120
785
$6K ﹤0.01%
700
786
$6K ﹤0.01%
166
787
$5K ﹤0.01%
+144
788
$5K ﹤0.01%
427
+349
789
$5K ﹤0.01%
135
790
$5K ﹤0.01%
148
-221
791
$5K ﹤0.01%
83
-37
792
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291
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125
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73
795
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150
796
$5K ﹤0.01%
+59
797
$5K ﹤0.01%
31
798
$5K ﹤0.01%
60
799
$5K ﹤0.01%
85
800
$5K ﹤0.01%
21
30 31
32
33 34