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
1676
$5K ﹤0.01%
42
1677
$4K ﹤0.01%
+74
1678
$4K ﹤0.01%
22
+21
1679
$4K ﹤0.01%
141
+130
1680
$4K ﹤0.01%
104
+34
1681
$4K ﹤0.01%
+47
1682
$4K ﹤0.01%
+42
1683
$4K ﹤0.01%
69
+66
1684
$4K ﹤0.01%
306
+272
1685
$4K ﹤0.01%
132
+125
1686
$4K ﹤0.01%
46
+42
1687
$4K ﹤0.01%
30
-2
1688
$4K ﹤0.01%
+326
1689
$4K ﹤0.01%
34
+14
1690
$4K ﹤0.01%
68
+63
1691
$4K ﹤0.01%
+144
1692
$4K ﹤0.01%
+139
1693
$4K ﹤0.01%
111
+102
1694
$4K ﹤0.01%
130
+124
1695
$4K ﹤0.01%
65
+10
1696
$4K ﹤0.01%
+60
1697
$4K ﹤0.01%
76
1698
$4K ﹤0.01%
254
+155
1699
$4K ﹤0.01%
+174
1700
$4K ﹤0.01%
27
+20
66 67
68
69 70