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
876
$2K ﹤0.01%
1,369
-623
877
$2K ﹤0.01%
+49
878
$2K ﹤0.01%
16
879
$2K ﹤0.01%
332
880
$2K ﹤0.01%
+33
881
$2K ﹤0.01%
30
-2,747
882
$2K ﹤0.01%
93
883
$2K ﹤0.01%
1,330
884
$2K ﹤0.01%
1,330
885
$2K ﹤0.01%
42
886
$1K ﹤0.01%
15
887
$1K ﹤0.01%
350
888
$1K ﹤0.01%
142
889
$1K ﹤0.01%
50
890
$1K ﹤0.01%
82
891
$1K ﹤0.01%
+15
892
$1K ﹤0.01%
+19
893
$1K ﹤0.01%
+12
894
$1K ﹤0.01%
+21
895
$1K ﹤0.01%
+19
896
$1K ﹤0.01%
33
897
$1K ﹤0.01%
3
898
$1K ﹤0.01%
272
899
$1K ﹤0.01%
112
900
$1K ﹤0.01%
18
34 35
36
37 38