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
801
$4K ﹤0.01%
+72
802
$4K ﹤0.01%
119
803
$4K ﹤0.01%
45
-4
804
$4K ﹤0.01%
91
805
$4K ﹤0.01%
105
-9
806
$4K ﹤0.01%
1,301
-589
807
$3K ﹤0.01%
+45
808
$3K ﹤0.01%
53
809
$3K ﹤0.01%
38
-14,040
810
$3K ﹤0.01%
51
-8
811
$3K ﹤0.01%
107
812
$3K ﹤0.01%
6
813
$3K ﹤0.01%
54
814
$3K ﹤0.01%
55
815
$3K ﹤0.01%
98
816
$3K ﹤0.01%
52
817
$3K ﹤0.01%
121
818
$3K ﹤0.01%
100
819
$3K ﹤0.01%
140
820
$3K ﹤0.01%
842
+21
821
$3K ﹤0.01%
94
822
$3K ﹤0.01%
200
823
$3K ﹤0.01%
+9
824
$3K ﹤0.01%
296
+2
825
$3K ﹤0.01%
182
+3
31 32
33
34 35