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
1851
$2K ﹤0.01%
49
+45
1852
$2K ﹤0.01%
+34
1853
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22
+18
1854
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+32
1855
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9
+8
1856
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218
1857
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273
+262
1858
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129
+100
1859
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52
+31
1860
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120
+104
1861
$2K ﹤0.01%
19
+16
1862
$2K ﹤0.01%
26
+6
1863
$2K ﹤0.01%
133
+114
1864
$2K ﹤0.01%
84
+22
1865
$2K ﹤0.01%
51
+15
1866
$2K ﹤0.01%
+83
1867
$2K ﹤0.01%
+38
1868
$2K ﹤0.01%
+27
1869
$2K ﹤0.01%
+130
1870
$2K ﹤0.01%
+6
1871
$2K ﹤0.01%
34
1872
$2K ﹤0.01%
+65
1873
$2K ﹤0.01%
+269
1874
$2K ﹤0.01%
65
+58
1875
$2K ﹤0.01%
15
+14
73 74
75
76 77