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
826
$4K ﹤0.01%
133
827
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123
828
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52
829
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30
830
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+205
831
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36
-159
832
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460
-368
833
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970
834
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+40
835
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224
836
$4K ﹤0.01%
700
+220
837
$4K ﹤0.01%
306
838
$4K ﹤0.01%
151
+2
839
$4K ﹤0.01%
132
840
$4K ﹤0.01%
35
841
$4K ﹤0.01%
67
842
$4K ﹤0.01%
1,600
843
$4K ﹤0.01%
144
844
$4K ﹤0.01%
67
-24
845
$3K ﹤0.01%
87
846
$3K ﹤0.01%
+21
847
$3K ﹤0.01%
39
-3
848
$3K ﹤0.01%
91
-4
849
$3K ﹤0.01%
93
850
$3K ﹤0.01%
63
-15,536
32 33
34
35 36