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
1876
$2K ﹤0.01%
+10
1877
$2K ﹤0.01%
18
+17
1878
$2K ﹤0.01%
+275
1879
$2K ﹤0.01%
7
+6
1880
$2K ﹤0.01%
197
+181
1881
$2K ﹤0.01%
87
+83
1882
$2K ﹤0.01%
+23
1883
$2K ﹤0.01%
+127
1884
$2K ﹤0.01%
74
+66
1885
$2K ﹤0.01%
283
+272
1886
$2K ﹤0.01%
+25
1887
$2K ﹤0.01%
32
-47
1888
$2K ﹤0.01%
17
+13
1889
$2K ﹤0.01%
56
+42
1890
$2K ﹤0.01%
144
+139
1891
$2K ﹤0.01%
35
+29
1892
$2K ﹤0.01%
224
+212
1893
$2K ﹤0.01%
50
-11
1894
$2K ﹤0.01%
+86
1895
$2K ﹤0.01%
54
1896
$2K ﹤0.01%
+68
1897
$2K ﹤0.01%
20
+18
1898
$2K ﹤0.01%
37
+32
1899
$2K ﹤0.01%
170
-85
1900
$2K ﹤0.01%
14
+12
74 75
76
77 78