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
1776
$3K ﹤0.01%
662
+626
1777
$3K ﹤0.01%
+252
1778
$3K ﹤0.01%
32
+29
1779
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+96
1780
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26
-1
1781
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+28
1782
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25
-5
1783
$3K ﹤0.01%
+598
1784
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8
+7
1785
$3K ﹤0.01%
49
+46
1786
$3K ﹤0.01%
16
+15
1787
$3K ﹤0.01%
22
+10
1788
$3K ﹤0.01%
230
+48
1789
$3K ﹤0.01%
38
1790
$3K ﹤0.01%
16
+13
1791
$3K ﹤0.01%
658
+186
1792
$3K ﹤0.01%
+135
1793
$3K ﹤0.01%
54
+47
1794
$3K ﹤0.01%
242
+130
1795
$3K ﹤0.01%
+314
1796
$3K ﹤0.01%
27
+14
1797
$3K ﹤0.01%
13
-114
1798
$3K ﹤0.01%
+73
1799
$3K ﹤0.01%
42
+35
1800
$3K ﹤0.01%
61
+56
70 71
72
73 74