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
576
$65K ﹤0.01%
1,375
+198
577
$65K ﹤0.01%
3,105
578
$65K ﹤0.01%
876
+89
579
$64K ﹤0.01%
527
+279
580
$61K ﹤0.01%
1,599
+102
581
$60K ﹤0.01%
+437
582
$59K ﹤0.01%
1,342
+794
583
$58K ﹤0.01%
1,030
+1
584
$58K ﹤0.01%
+2,054
585
$57K ﹤0.01%
2,292
-268
586
$56K ﹤0.01%
473
-343
587
$56K ﹤0.01%
+472
588
$56K ﹤0.01%
1,045
589
$54K ﹤0.01%
1,014
+14
590
$54K ﹤0.01%
245
-28
591
$54K ﹤0.01%
948
592
$52K ﹤0.01%
+1,171
593
$51K ﹤0.01%
816
+116
594
$51K ﹤0.01%
+1,086
595
$51K ﹤0.01%
1,517
596
$50K ﹤0.01%
+888
597
$49K ﹤0.01%
203
598
$49K ﹤0.01%
356
+1
599
$48K ﹤0.01%
+440
600
$48K ﹤0.01%
1,358
-131
22 23
24
25 26