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
801
$5K ﹤0.01%
574
+3
802
$5K ﹤0.01%
143
803
$5K ﹤0.01%
284
804
$5K ﹤0.01%
200
-6
805
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186
-14
806
$5K ﹤0.01%
103
+21
807
$5K ﹤0.01%
178
808
$5K ﹤0.01%
34
-59
809
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110
810
$5K ﹤0.01%
+38
811
$5K ﹤0.01%
157
812
$5K ﹤0.01%
21
813
$5K ﹤0.01%
+1,085
814
$4K ﹤0.01%
180
815
$4K ﹤0.01%
109
-8,627
816
$4K ﹤0.01%
71
817
$4K ﹤0.01%
128
818
$4K ﹤0.01%
1,947
819
$4K ﹤0.01%
72
820
$4K ﹤0.01%
68
821
$4K ﹤0.01%
97
822
$4K ﹤0.01%
134
823
$4K ﹤0.01%
181
824
$4K ﹤0.01%
101
825
$4K ﹤0.01%
108
31 32
33
34 35