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
726
$9K ﹤0.01%
204
-222
727
$9K ﹤0.01%
1,862
728
$9K ﹤0.01%
133
729
$9K ﹤0.01%
117
730
$9K ﹤0.01%
111
731
$9K ﹤0.01%
335
-46
732
$9K ﹤0.01%
+142
733
$9K ﹤0.01%
377
734
$9K ﹤0.01%
70
-5
735
$9K ﹤0.01%
100
-23
736
$8K ﹤0.01%
22
-90
737
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177
738
$8K ﹤0.01%
320
+2
739
$8K ﹤0.01%
243
740
$7K ﹤0.01%
111
741
$7K ﹤0.01%
+45
742
$7K ﹤0.01%
60
743
$7K ﹤0.01%
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744
$7K ﹤0.01%
660
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745
$7K ﹤0.01%
349
746
$7K ﹤0.01%
143
747
$7K ﹤0.01%
75
-11
748
$7K ﹤0.01%
136
749
$6K ﹤0.01%
202
-400
750
$6K ﹤0.01%
287
28 29
30
31 32