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
1651
$5K ﹤0.01%
7
+6
1652
$5K ﹤0.01%
1,547
-714
1653
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1654
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27
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50
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406
+387
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1,000
1661
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319
+242
1663
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239
+203
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103
+21
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275
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215
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1668
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1669
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+25
1670
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+137
1671
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8,000
1672
$5K ﹤0.01%
46
-21
1673
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988
1674
$5K ﹤0.01%
121
+96
1675
$5K ﹤0.01%
+220