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
$5.69B
AUM Growth
-$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,043
New
Increased
Reduced
Closed

Top Buys

1 +$56.9M
2 +$27.9M
3 +$27.2M
4
AON icon
Aon
AON
+$18M
5
BSMC icon
Brandes US Small-Mid Cap Value ETF
BSMC
+$16.4M

Top Sells

1 +$16.1M
2 +$15.6M
3 +$15M
4
BUSA icon
Brandes US Value ETF
BUSA
+$14.9M
5
AAPL icon
Apple
AAPL
+$13.8M

Sector Composition

1 Technology 12.24%
2 Financials 8.93%
3 Healthcare 7.14%
4 Consumer Discretionary 5.87%
5 Industrials 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
951
$7K ﹤0.01%
+25
952
$7K ﹤0.01%
+262
953
$7K ﹤0.01%
102
+24
954
$7K ﹤0.01%
+124
955
$7K ﹤0.01%
+45
956
$7K ﹤0.01%
+29
957
$7K ﹤0.01%
+238
958
$7K ﹤0.01%
+220
959
$7K ﹤0.01%
+64
960
$7K ﹤0.01%
58
+25
961
$7K ﹤0.01%
39
-167
962
$7K ﹤0.01%
62
+2
963
$7K ﹤0.01%
+906
964
$7K ﹤0.01%
+207
965
$7K ﹤0.01%
+157
966
$7K ﹤0.01%
+604
967
$7K ﹤0.01%
22
+16
968
$7K ﹤0.01%
63
+44
969
$7K ﹤0.01%
+190
970
$7K ﹤0.01%
+120
971
$7K ﹤0.01%
138
+23
972
$7K ﹤0.01%
143
+83
973
$7K ﹤0.01%
+179
974
$7K ﹤0.01%
+757
975
$7K ﹤0.01%
+115