HFS

Hantz Financial Services Portfolio holdings

AUM $6.56B
1-Year Est. Return 16.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.21%
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 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$4K ﹤0.01%
35
+33
1702
$4K ﹤0.01%
+4
1703
$4K ﹤0.01%
79
1704
$4K ﹤0.01%
+294
1705
$4K ﹤0.01%
54
+44
1706
$4K ﹤0.01%
+143
1707
$4K ﹤0.01%
21
+18
1708
$4K ﹤0.01%
+293
1709
$4K ﹤0.01%
+19
1710
$4K ﹤0.01%
+74
1711
$4K ﹤0.01%
65
+61
1712
$4K ﹤0.01%
38
+31
1713
$4K ﹤0.01%
180
+132
1714
$4K ﹤0.01%
537
+8
1715
$4K ﹤0.01%
+264
1716
$4K ﹤0.01%
153
+30
1717
$4K ﹤0.01%
228
+46
1718
$4K ﹤0.01%
+50
1719
$4K ﹤0.01%
369
1720
$4K ﹤0.01%
130
+93
1721
$4K ﹤0.01%
+148
1722
$4K ﹤0.01%
+101
1723
$4K ﹤0.01%
192
+186
1724
$4K ﹤0.01%
+38
1725
$4K ﹤0.01%
+117