HFS

Hantz Financial Services Portfolio holdings

AUM $6.18B
1-Year Est. Return 15.04%
This Quarter Est. Return
1 Year Est. Return
+15.04%
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 +$23.9M
2 +$14.4M
3 +$14.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.4M
5
BJ icon
BJs Wholesale Club
BJ
+$10.2M

Top Sells

1 +$15.8M
2 +$12.5M
3 +$8.36M
4
BAC icon
Bank of America
BAC
+$7.14M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.37M

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
1126
0
1127
$0 ﹤0.01%
2
1128
$0 ﹤0.01%
1
1129
0
1130
$0 ﹤0.01%
+402
1131
$0 ﹤0.01%
50
1132
$0 ﹤0.01%
9
1133
$0 ﹤0.01%
200
1134
$0 ﹤0.01%
50
1135
0