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
901
$2K ﹤0.01%
16
902
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903
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904
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905
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728
+628
906
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322
+5
907
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908
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909
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910
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45
911
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+1
912
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37
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913
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60
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914
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30
915
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131
-12,712
916
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917
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918
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200
919
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16
920
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60
-16,391
921
$2K ﹤0.01%
100
922
$2K ﹤0.01%
13
923
$2K ﹤0.01%
7,612
924
$2K ﹤0.01%
127
925
$2K ﹤0.01%
57
35 36
37
38 39