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
901
$1K ﹤0.01%
+19
902
$1K ﹤0.01%
33
903
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3
904
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905
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-1
906
$1K ﹤0.01%
8
907
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90
-6
908
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16
909
$1K ﹤0.01%
117
-11
910
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+36
911
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+49
912
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+35
913
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13
914
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13
915
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6
916
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100
917
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65
-6
918
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10
920
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921
$1K ﹤0.01%
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922
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21
923
$1K ﹤0.01%
13
-2
924
$1K ﹤0.01%
23
-75
925
$1K ﹤0.01%
11
35 36
37
38 39