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
1526
$7K ﹤0.01%
+87
1527
$7K ﹤0.01%
631
+541
1528
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393
+376
1529
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478
+466
1530
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101
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1531
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250
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1532
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169
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1533
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1534
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+105
1535
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+85
1536
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1537
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+305
1538
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779
+604
1539
$7K ﹤0.01%
72
+63
1540
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1,629
+1,451
1541
$7K ﹤0.01%
18
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1542
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+1
1543
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244
+168
1544
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320
+312
1545
$7K ﹤0.01%
134
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1546
$7K ﹤0.01%
1,126
+897
1547
$7K ﹤0.01%
+1,182
1548
$7K ﹤0.01%
+143
1549
$7K ﹤0.01%
+197
1550
$7K ﹤0.01%
75
+63