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
1801
$3K ﹤0.01%
+32
1802
$3K ﹤0.01%
+296
1803
$3K ﹤0.01%
96
1804
$3K ﹤0.01%
+162
1805
$3K ﹤0.01%
43
+42
1806
$3K ﹤0.01%
+25
1807
$3K ﹤0.01%
57
+20
1808
$3K ﹤0.01%
+13
1809
$3K ﹤0.01%
60
-83
1810
$3K ﹤0.01%
+71
1811
$3K ﹤0.01%
46
+27
1812
$3K ﹤0.01%
47
+42
1813
$3K ﹤0.01%
19
+18
1814
$3K ﹤0.01%
38
+28
1815
$3K ﹤0.01%
131
+63
1816
$3K ﹤0.01%
+180
1817
$3K ﹤0.01%
137
+8
1818
$3K ﹤0.01%
60
+44
1819
$3K ﹤0.01%
7,400
1820
$3K ﹤0.01%
+37
1821
$3K ﹤0.01%
113
+100
1822
$3K ﹤0.01%
101
1823
$3K ﹤0.01%
+39
1824
$3K ﹤0.01%
+764
1825
$3K ﹤0.01%
29
+21
71 72
73
74 75