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
1476
$8K ﹤0.01%
+81
1477
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+159
1478
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375
+372
1479
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66
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184
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1481
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146
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1485
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374
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272
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312
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1489
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527
+487
1490
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451
+375
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201
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1493
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128
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408
-1
1495
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219
+63
1496
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1,566
+97
1497
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194
+193
1498
$8K ﹤0.01%
387
+359
1499
$8K ﹤0.01%
216
+209
1500
$8K ﹤0.01%
438
+83