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
851
$3K ﹤0.01%
211
+201
852
$3K ﹤0.01%
138
853
$3K ﹤0.01%
570
854
$3K ﹤0.01%
82
855
$3K ﹤0.01%
65
+5
856
$3K ﹤0.01%
65
857
$3K ﹤0.01%
160
858
$3K ﹤0.01%
93
-9
859
$3K ﹤0.01%
130
-17
860
$3K ﹤0.01%
81
+2
861
$3K ﹤0.01%
103
+1
862
$3K ﹤0.01%
222
863
$3K ﹤0.01%
35
864
$3K ﹤0.01%
220
865
$3K ﹤0.01%
113
+4
866
$3K ﹤0.01%
1,757
+517
867
$3K ﹤0.01%
173
-6
868
$3K ﹤0.01%
100
869
$3K ﹤0.01%
376
+30
870
$3K ﹤0.01%
61
871
$3K ﹤0.01%
160
872
$3K ﹤0.01%
73
-15
873
$3K ﹤0.01%
97
-4,475
874
$3K ﹤0.01%
+279
875
$3K ﹤0.01%
27
+2
33 34
35
36 37