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
$6.6B
AUM Growth
+$418M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,495
New
Increased
Reduced
Closed

Top Buys

1 +$42.4M
2 +$36.4M
3 +$27.3M
4
IVOO icon
Vanguard S&P Mid-Cap 400 ETF
IVOO
+$26.4M
5
NVDA icon
NVIDIA
NVDA
+$23.5M

Top Sells

1 +$19.1M
2 +$13.5M
3 +$11.8M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$9.74M
5
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$9.66M

Sector Composition

1 Technology 13.82%
2 Financials 7.45%
3 Industrials 5.51%
4 Consumer Discretionary 5.39%
5 Healthcare 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1851
$7K ﹤0.01%
83
+36
1852
$7K ﹤0.01%
444
+317
1853
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90
-29
1854
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1855
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1856
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568
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1857
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+25
1858
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1859
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1860
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1861
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28
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1862
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+43
1863
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162
+97
1864
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40
1865
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447
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500
1867
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97
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1870
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+12
1871
$6K ﹤0.01%
360
+313
1872
$6K ﹤0.01%
220
+67
1873
$6K ﹤0.01%
438
+22
1874
$6K ﹤0.01%
+60
1875
$6K ﹤0.01%
43
+6