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
626
$35K ﹤0.01%
140
+119
627
$34K ﹤0.01%
1,066
+283
628
$34K ﹤0.01%
212
-49
629
$33K ﹤0.01%
388
-40,677
630
$32K ﹤0.01%
1,409
631
$32K ﹤0.01%
727
-93,665
632
$31K ﹤0.01%
417
-19
633
$30K ﹤0.01%
575
634
$30K ﹤0.01%
1,599
635
$30K ﹤0.01%
254
+100
636
$30K ﹤0.01%
1,250
637
$29K ﹤0.01%
68
-20
638
$29K ﹤0.01%
301
-16
639
$29K ﹤0.01%
937
640
$29K ﹤0.01%
487
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641
$29K ﹤0.01%
127
642
$28K ﹤0.01%
600
-400
643
$28K ﹤0.01%
2,244
+1,989
644
$28K ﹤0.01%
2,899
645
$26K ﹤0.01%
1,941
646
$26K ﹤0.01%
927
-117
647
$26K ﹤0.01%
+108
648
$25K ﹤0.01%
469
649
$25K ﹤0.01%
404
650
$25K ﹤0.01%
863
+1
24 25
26
27 28