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
1401
$1K ﹤0.01%
548
1402
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+58
1403
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+12
1404
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+8
1405
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18
+3
1406
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1407
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350
1408
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141
-1
1409
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90
+84
1410
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1411
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1412
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1413
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1414
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+51
1415
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+6
1416
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1417
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1418
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1419
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25
1420
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+5
1421
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+56
1422
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+8
1423
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+15
1424
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+20
1425
$1K ﹤0.01%
+5