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
$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 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$12K ﹤0.01%
+124
1377
$11K ﹤0.01%
371
+68
1378
$11K ﹤0.01%
379
+203
1379
$11K ﹤0.01%
204
+198
1380
$11K ﹤0.01%
997
+919
1381
$11K ﹤0.01%
1,262
1382
$11K ﹤0.01%
49
1383
$11K ﹤0.01%
+1,144
1384
$11K ﹤0.01%
485
+301
1385
$11K ﹤0.01%
129
+120
1386
$11K ﹤0.01%
204
1387
$11K ﹤0.01%
+328
1388
$11K ﹤0.01%
1,091
+885
1389
$11K ﹤0.01%
+114
1390
$11K ﹤0.01%
+180
1391
$11K ﹤0.01%
+101
1392
$11K ﹤0.01%
65
+59
1393
$11K ﹤0.01%
+144
1394
$11K ﹤0.01%
102
+96
1395
$11K ﹤0.01%
+178
1396
$11K ﹤0.01%
411
+217
1397
$11K ﹤0.01%
446
+371
1398
$11K ﹤0.01%
+344
1399
$11K ﹤0.01%
1,584
+754
1400
$11K ﹤0.01%
104
+102
54 55
56
57 58