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
$5.74B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,263
New
Increased
Reduced
Closed

Top Buys

1
+$28.5M
2
+$28.2M
3
+$26.1M
4
BUSA icon
Brandes US Value ETF
BUSA
+$20.6M
5
CSMD icon
Congress SMid Growth ETF
CSMD
+$19.5M

Top Sells

1
+$26.8M
2
+$12.7M
3
+$11.3M
4
BLK icon
Blackrock
BLK
+$10.1M
5
ULTA icon
Ulta Beauty
ULTA
+$9.13M

Sector Composition

1 Technology 14.36%
2 Financials 8.29%
3 Healthcare 7.06%
4 Consumer Discretionary 6.44%
5 Industrials 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$29K ﹤0.01%
338
+3
652
$29K ﹤0.01%
2,244
653
$28K ﹤0.01%
369
-41
654
$28K ﹤0.01%
1,931
655
$27K ﹤0.01%
128
-236
656
$27K ﹤0.01%
2,204
+2
657
$26K ﹤0.01%
427
658
$26K ﹤0.01%
48
659
$26K ﹤0.01%
1,375
-58
660
$26K ﹤0.01%
840
661
$26K ﹤0.01%
+580
662
$25K ﹤0.01%
373
663
$25K ﹤0.01%
959
664
$25K ﹤0.01%
171
665
$24K ﹤0.01%
469
666
$24K ﹤0.01%
448
-11
667
$24K ﹤0.01%
94
+28
668
$24K ﹤0.01%
684
+140
669
$24K ﹤0.01%
197
-302
670
$24K ﹤0.01%
369
+1
671
$23K ﹤0.01%
112
672
$23K ﹤0.01%
257
-16
673
$23K ﹤0.01%
+176
674
$23K ﹤0.01%
745
675
$23K ﹤0.01%
100
-40
25 26
27
28 29