HFS

Hantz Financial Services Portfolio holdings

AUM $6.56B
1-Year Est. Return 16.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.18B
AUM Growth
+$500M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,347
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$21.5M
3
+$18.3M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$16.7M
5
IVOO icon
Vanguard S&P Mid-Cap 400 ETF
IVOO
+$15.8M

Top Sells

1
+$15.3M
2
+$14.5M
3
+$11.9M
4
UNH icon
UnitedHealth
UNH
+$11.2M
5
AAPL icon
Apple
AAPL
+$10.9M

Sector Composition

1 Technology 13.04%
2 Financials 8.14%
3 Consumer Discretionary 5.79%
4 Healthcare 5.73%
5 Industrials 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$12K ﹤0.01%
220
+110
1377
$11K ﹤0.01%
1,584
+754
1378
$11K ﹤0.01%
+125
1379
$11K ﹤0.01%
+178
1380
$11K ﹤0.01%
+344
1381
$11K ﹤0.01%
+100
1382
$11K ﹤0.01%
+136
1383
$11K ﹤0.01%
379
+203
1384
$11K ﹤0.01%
204
+198
1385
$11K ﹤0.01%
997
+919
1386
$11K ﹤0.01%
1,262
1387
$11K ﹤0.01%
49
1388
$11K ﹤0.01%
+1,144
1389
$11K ﹤0.01%
485
+301
1390
$11K ﹤0.01%
129
+120
1391
$11K ﹤0.01%
204
1392
$11K ﹤0.01%
+328
1393
$11K ﹤0.01%
1,091
+885
1394
$11K ﹤0.01%
+114
1395
$11K ﹤0.01%
+180
1396
$11K ﹤0.01%
+101
1397
$11K ﹤0.01%
65
+59
1398
$11K ﹤0.01%
+144
1399
$11K ﹤0.01%
+495
1400
$11K ﹤0.01%
102
+96
54 55
56
57 58