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
$6.18B
AUM Growth
+$500M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,347
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$21.5M
3
+$18.3M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$16.7M
5
IVOO icon
Vanguard S&P Mid-Cap 400 ETF
IVOO
+$15.8M

Top Sells

1
+$15.3M
2
+$14.5M
3
+$11.9M
4
UNH icon
UnitedHealth
UNH
+$11.2M
5
AAPL icon
Apple
AAPL
+$10.9M

Sector Composition

1 Technology 13.04%
2 Financials 8.14%
3 Consumer Discretionary 5.79%
4 Healthcare 5.73%
5 Industrials 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$67K ﹤0.01%
1,228
+1,216
802
$67K ﹤0.01%
1,266
+363
803
$66K ﹤0.01%
848
+437
804
$66K ﹤0.01%
1,133
+431
805
$66K ﹤0.01%
249
+220
806
$65K ﹤0.01%
1,230
-382
807
$65K ﹤0.01%
207
+203
808
$65K ﹤0.01%
11,719
+11,121
809
$65K ﹤0.01%
+272
810
$65K ﹤0.01%
3,255
+398
811
$65K ﹤0.01%
1,607
+1,414
812
$65K ﹤0.01%
857
+28
813
$64K ﹤0.01%
+646
814
$64K ﹤0.01%
1,043
+12
815
$64K ﹤0.01%
1,560
+442
816
$64K ﹤0.01%
771
+687
817
$64K ﹤0.01%
607
+54
818
$63K ﹤0.01%
1,545
+1,036
819
$63K ﹤0.01%
361
-41
820
$63K ﹤0.01%
2,786
+2,317
821
$63K ﹤0.01%
874
+858
822
$63K ﹤0.01%
589
+512
823
$63K ﹤0.01%
+162
824
$63K ﹤0.01%
259
+229
825
$62K ﹤0.01%
524
-25
31 32
33
34 35