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
651
$25K ﹤0.01%
863
+1
652
$25K ﹤0.01%
332
+3
653
$24K ﹤0.01%
+90
654
$24K ﹤0.01%
171
655
$23K ﹤0.01%
373
656
$23K ﹤0.01%
2,170
+135
657
$23K ﹤0.01%
506
+6
658
$22K ﹤0.01%
316
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659
$22K ﹤0.01%
204
-36,746
660
$22K ﹤0.01%
232
-50
661
$21K ﹤0.01%
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662
$21K ﹤0.01%
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$20K ﹤0.01%
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664
$20K ﹤0.01%
304
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665
$20K ﹤0.01%
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$19K ﹤0.01%
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$19K ﹤0.01%
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$19K ﹤0.01%
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669
$18K ﹤0.01%
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670
$18K ﹤0.01%
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671
$18K ﹤0.01%
959
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$18K ﹤0.01%
620
673
$18K ﹤0.01%
2,653
-54
674
$17K ﹤0.01%
236
-28
675
$17K ﹤0.01%
547
-16
25 26
27
28 29