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
1876
$2K ﹤0.01%
+157
1877
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20
1878
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17
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1879
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1880
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1881
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1883
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1884
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38
+29
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246
+75
1886
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35
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4
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1888
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107
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1889
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261
+260
1890
$2K ﹤0.01%
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1891
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17
+10
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344
+333
1895
$2K ﹤0.01%
+10
1896
$2K ﹤0.01%
18
+17
1897
$2K ﹤0.01%
+275
1898
$2K ﹤0.01%
7
+6
1899
$2K ﹤0.01%
197
+181
1900
$2K ﹤0.01%
87
+83
74 75
76
77 78