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
1351
$1K ﹤0.01%
+7
1352
$1K ﹤0.01%
+8
1353
$1K ﹤0.01%
+6
1354
$1K ﹤0.01%
+13
1355
$1K ﹤0.01%
+38
1356
$1K ﹤0.01%
29
1357
$1K ﹤0.01%
33
1358
$1K ﹤0.01%
+19
1359
$1K ﹤0.01%
+7
1360
$1K ﹤0.01%
+16
1361
$1K ﹤0.01%
20
+9
1362
$1K ﹤0.01%
+10
1363
$1K ﹤0.01%
+36
1364
$1K ﹤0.01%
18
1365
$1K ﹤0.01%
+11
1366
$1K ﹤0.01%
+200
1367
$1K ﹤0.01%
1,369
1368
$1K ﹤0.01%
+35
1369
$1K ﹤0.01%
+12
1370
$1K ﹤0.01%
+5
1371
$1K ﹤0.01%
+18
1372
$1K ﹤0.01%
+29
1373
$1K ﹤0.01%
+17
1374
$1K ﹤0.01%
86
1375
$1K ﹤0.01%
+2