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
926
$2K ﹤0.01%
124
927
$2K ﹤0.01%
96
-4
928
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+40
929
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350
930
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931
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932
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933
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934
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935
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140
936
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6
-524
937
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3
938
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1
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939
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33
940
$1K ﹤0.01%
327
941
$1K ﹤0.01%
112
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942
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944
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945
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946
$1K ﹤0.01%
26
+18
947
$1K ﹤0.01%
13
948
$1K ﹤0.01%
+10
949
$1K ﹤0.01%
72
-24,536
950
$1K ﹤0.01%
25
-17,405
36 37
38
39 40