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
776
$5K ﹤0.01%
119
777
$5K ﹤0.01%
80
778
$5K ﹤0.01%
+25
779
$5K ﹤0.01%
226
+1
780
$5K ﹤0.01%
+63
781
$5K ﹤0.01%
53
782
$4K ﹤0.01%
548
-19
783
$4K ﹤0.01%
383
-106
784
$4K ﹤0.01%
120
785
$4K ﹤0.01%
210
786
$4K ﹤0.01%
134
787
$4K ﹤0.01%
119
788
$4K ﹤0.01%
1,947
789
$4K ﹤0.01%
+127
790
$4K ﹤0.01%
111
791
$4K ﹤0.01%
76
792
$4K ﹤0.01%
77
793
$4K ﹤0.01%
81
794
$4K ﹤0.01%
468
-3
795
$4K ﹤0.01%
40
796
$4K ﹤0.01%
30
797
$4K ﹤0.01%
22
-1
798
$4K ﹤0.01%
23
799
$4K ﹤0.01%
33
800
$4K ﹤0.01%
215
30 31
32
33 34