HFS

Hantz Financial Services Portfolio holdings

AUM $6.6B
1-Year Est. Return 14.35%
This Quarter Est. Return
1 Year Est. Return
+14.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.2B
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,354
New
Increased
Reduced
Closed

Top Buys

1
+$50.6M
2
+$45.2M
3
+$37.5M
4
CSMD icon
Congress SMid Growth ETF
CSMD
+$35.3M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$30.9M

Top Sells

1
+$20.8M
2
+$20.5M
3
+$17.5M
4
AMZN icon
Amazon
AMZN
+$13.1M
5
MTD icon
Mettler-Toledo International
MTD
+$10.5M

Sector Composition

1 Technology 15.44%
2 Financials 8.3%
3 Healthcare 7.94%
4 Consumer Discretionary 7.89%
5 Industrials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$105K ﹤0.01%
+4,319
552
$103K ﹤0.01%
453
+128
553
$101K ﹤0.01%
474
-24
554
$100K ﹤0.01%
416
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555
$100K ﹤0.01%
333
+32
556
$100K ﹤0.01%
445
-170
557
$96K ﹤0.01%
1,409
+27
558
$95K ﹤0.01%
408
559
$94K ﹤0.01%
1,069
-109,667
560
$93K ﹤0.01%
8,222
561
$93K ﹤0.01%
1,209
562
$91K ﹤0.01%
14,216
563
$89K ﹤0.01%
+751
564
$83K ﹤0.01%
626
+15
565
$82K ﹤0.01%
280
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566
$77K ﹤0.01%
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567
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$76K ﹤0.01%
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569
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1,197
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570
$73K ﹤0.01%
526
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571
$72K ﹤0.01%
9,676
-391
572
$71K ﹤0.01%
1,273
-30
573
$70K ﹤0.01%
381
+35
574
$69K ﹤0.01%
282
575
$68K ﹤0.01%
1,848
21 22
23
24 25