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
1626
$5K ﹤0.01%
+1,192
1627
$5K ﹤0.01%
210
1628
$5K ﹤0.01%
36
+35
1629
$5K ﹤0.01%
+512
1630
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66
+48
1631
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+45
1632
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+170
1633
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202
+195
1634
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19
+17
1635
$5K ﹤0.01%
19
+17
1636
$5K ﹤0.01%
78
+74
1637
$5K ﹤0.01%
264
1638
$5K ﹤0.01%
44
+35
1639
$5K ﹤0.01%
+198
1640
$5K ﹤0.01%
181
+143
1641
$5K ﹤0.01%
231
+223
1642
$5K ﹤0.01%
83
+73
1643
$5K ﹤0.01%
450
1644
$5K ﹤0.01%
+43
1645
$5K ﹤0.01%
+211
1646
$5K ﹤0.01%
157
+91
1647
$5K ﹤0.01%
308
+283
1648
$5K ﹤0.01%
312
+159
1649
$5K ﹤0.01%
85
+53
1650
$5K ﹤0.01%
664
+606
64 65
66
67 68