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
$3.94B
AUM Growth
-$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,242
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$23.5M
3
+$14.9M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$12.4M
5
CHX
ChampionX
CHX
+$12M

Top Sells

1
+$50.4M
2
+$12M
3
+$11.9M
4
AMZN icon
Amazon
AMZN
+$11.8M
5
AKAM icon
Akamai
AKAM
+$10.5M

Sector Composition

1 Technology 17.93%
2 Financials 10.75%
3 Healthcare 10.44%
4 Consumer Discretionary 9.79%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$3K ﹤0.01%
36
877
$3K ﹤0.01%
16
878
$3K ﹤0.01%
220
879
$3K ﹤0.01%
200
880
$3K ﹤0.01%
100
881
$3K ﹤0.01%
420
-87
882
$3K ﹤0.01%
376
883
$3K ﹤0.01%
30
-15
884
$3K ﹤0.01%
850
+200
885
$3K ﹤0.01%
61
886
$3K ﹤0.01%
151
887
$3K ﹤0.01%
132
888
$3K ﹤0.01%
30
889
$3K ﹤0.01%
1,600
890
$3K ﹤0.01%
221
891
$3K ﹤0.01%
107
+3
892
$3K ﹤0.01%
306
893
$2K ﹤0.01%
28
-12
894
$2K ﹤0.01%
12
895
$2K ﹤0.01%
78
896
$2K ﹤0.01%
190
+100
897
$2K ﹤0.01%
59
-56
898
$2K ﹤0.01%
179
899
$2K ﹤0.01%
570
900
$2K ﹤0.01%
6
34 35
36
37 38