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
1826
$3K ﹤0.01%
+39
1827
$3K ﹤0.01%
+509
1828
$2K ﹤0.01%
+26
1829
$2K ﹤0.01%
+64
1830
$2K ﹤0.01%
+170
1831
$2K ﹤0.01%
60
1832
$2K ﹤0.01%
75
+25
1833
$2K ﹤0.01%
+8
1834
$2K ﹤0.01%
29
+28
1835
$2K ﹤0.01%
23
+20
1836
$2K ﹤0.01%
+200
1837
$2K ﹤0.01%
350
+250
1838
$2K ﹤0.01%
21
1839
$2K ﹤0.01%
16
+12
1840
$2K ﹤0.01%
107
1841
$2K ﹤0.01%
103
+41
1842
$2K ﹤0.01%
43
+29
1843
$2K ﹤0.01%
26
+6
1844
$2K ﹤0.01%
133
+114
1845
$2K ﹤0.01%
84
+22
1846
$2K ﹤0.01%
51
+15
1847
$2K ﹤0.01%
+83
1848
$2K ﹤0.01%
+38
1849
$2K ﹤0.01%
+27
1850
$2K ﹤0.01%
+130
72 73
74
75 76