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
1601
$6K ﹤0.01%
114
+100
1602
$6K ﹤0.01%
1,368
+693
1603
$6K ﹤0.01%
513
+13
1604
$6K ﹤0.01%
+85
1605
$6K ﹤0.01%
685
+455
1606
$6K ﹤0.01%
87
+72
1607
$6K ﹤0.01%
+117
1608
$6K ﹤0.01%
2
-2
1609
$6K ﹤0.01%
+101
1610
$6K ﹤0.01%
+257
1611
$6K ﹤0.01%
+97
1612
$6K ﹤0.01%
+71
1613
$6K ﹤0.01%
1,256
+1,235
1614
$6K ﹤0.01%
+122
1615
$6K ﹤0.01%
202
-386
1616
$6K ﹤0.01%
49
+48
1617
$5K ﹤0.01%
114
1618
$5K ﹤0.01%
+66
1619
$5K ﹤0.01%
512
+300
1620
$5K ﹤0.01%
37
+34
1621
$5K ﹤0.01%
62
+57
1622
$5K ﹤0.01%
100
+98
1623
$5K ﹤0.01%
486
+314
1624
$5K ﹤0.01%
95
+87
1625
$5K ﹤0.01%
33
+28
63 64
65
66 67