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
676
$17K ﹤0.01%
329
677
$16K ﹤0.01%
150
678
$16K ﹤0.01%
2,115
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679
$16K ﹤0.01%
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-16
680
$16K ﹤0.01%
366
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207
682
$15K ﹤0.01%
283
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$15K ﹤0.01%
187
684
$15K ﹤0.01%
343
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685
$15K ﹤0.01%
531
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$15K ﹤0.01%
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688
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$15K ﹤0.01%
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$14K ﹤0.01%
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$14K ﹤0.01%
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$14K ﹤0.01%
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$14K ﹤0.01%
150
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$14K ﹤0.01%
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699
$14K ﹤0.01%
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$14K ﹤0.01%
302
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26 27
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29 30