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
1851
$2K ﹤0.01%
+6
1852
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34
1853
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+65
1854
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+269
1855
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65
+58
1856
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15
+14
1857
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+157
1858
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20
1859
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17
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1860
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+63
1861
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1862
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1863
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+17
1864
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+53
1865
$2K ﹤0.01%
38
+29
1866
$2K ﹤0.01%
246
+75
1867
$2K ﹤0.01%
35
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1868
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4
+2
1869
$2K ﹤0.01%
107
-497
1870
$2K ﹤0.01%
261
+260
1871
$2K ﹤0.01%
+59
1872
$2K ﹤0.01%
17
+10
1873
$2K ﹤0.01%
9
+8
1874
$2K ﹤0.01%
33
+32
1875
$2K ﹤0.01%
344
+333
73 74
75
76 77