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
676
$16K ﹤0.01%
150
677
$16K ﹤0.01%
2,115
-647
678
$16K ﹤0.01%
160
-16
679
$16K ﹤0.01%
366
+3
680
$15K ﹤0.01%
207
681
$15K ﹤0.01%
283
-556
682
$15K ﹤0.01%
187
683
$15K ﹤0.01%
343
+340
684
$15K ﹤0.01%
531
-146
685
$15K ﹤0.01%
155
+96
686
$15K ﹤0.01%
368
687
$15K ﹤0.01%
272
688
$15K ﹤0.01%
312
-32
689
$15K ﹤0.01%
468
-735
690
$14K ﹤0.01%
558
-62,434
691
$14K ﹤0.01%
112
692
$14K ﹤0.01%
90
693
$14K ﹤0.01%
+144
694
$14K ﹤0.01%
547
-6
695
$14K ﹤0.01%
150
696
$14K ﹤0.01%
302
+220
697
$14K ﹤0.01%
192
698
$14K ﹤0.01%
245
-69
699
$14K ﹤0.01%
325
-28
700
$13K ﹤0.01%
325
-17
26 27
28
29 30