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
826
$3K ﹤0.01%
296
+2
827
$3K ﹤0.01%
182
+3
828
$3K ﹤0.01%
593
+23
829
$3K ﹤0.01%
117
-8
830
$3K ﹤0.01%
10
-6,557
831
$3K ﹤0.01%
224
832
$3K ﹤0.01%
157
833
$3K ﹤0.01%
96
834
$3K ﹤0.01%
36
-1
835
$3K ﹤0.01%
60
836
$3K ﹤0.01%
+256
837
$3K ﹤0.01%
30
838
$3K ﹤0.01%
125
839
$3K ﹤0.01%
+63
840
$3K ﹤0.01%
101
841
$3K ﹤0.01%
30
842
$2K ﹤0.01%
6
843
$2K ﹤0.01%
137
-62
844
$2K ﹤0.01%
+49
845
$2K ﹤0.01%
12
846
$2K ﹤0.01%
71
847
$2K ﹤0.01%
78
848
$2K ﹤0.01%
25
-3
849
$2K ﹤0.01%
70
-1
850
$2K ﹤0.01%
22
-2,551
32 33
34
35 36