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
$5.2B
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,354
New
Increased
Reduced
Closed

Top Buys

1
+$48.7M
2
+$43.7M
3
+$37.6M
4
CSMD icon
Congress SMid Growth ETF
CSMD
+$35.2M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$30.6M

Top Sells

1
+$20.6M
2
+$18.7M
3
+$16.2M
4
AMZN icon
Amazon
AMZN
+$12.5M
5
MTD icon
Mettler-Toledo International
MTD
+$10.3M

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
$103K ﹤0.01%
453
+128
552
$101K ﹤0.01%
474
-24
553
$100K ﹤0.01%
416
-20,870
554
$100K ﹤0.01%
333
+32
555
$100K ﹤0.01%
445
-170
556
$96K ﹤0.01%
1,409
+27
557
$95K ﹤0.01%
408
558
$94K ﹤0.01%
1,069
-109,667
559
$93K ﹤0.01%
8,222
560
$93K ﹤0.01%
1,209
561
$91K ﹤0.01%
14,216
562
$89K ﹤0.01%
+751
563
$83K ﹤0.01%
626
+15
564
$82K ﹤0.01%
280
-100
565
$77K ﹤0.01%
260
566
$77K ﹤0.01%
257
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567
$76K ﹤0.01%
299
568
$75K ﹤0.01%
1,197
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569
$73K ﹤0.01%
526
-45
570
$72K ﹤0.01%
9,676
-391
571
$71K ﹤0.01%
1,273
-30
572
$70K ﹤0.01%
381
+35
573
$69K ﹤0.01%
282
574
$68K ﹤0.01%
1,848
575
$67K ﹤0.01%
938
-43
21 22
23
24 25