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
751
$6K ﹤0.01%
198
752
$6K ﹤0.01%
3,102
753
$6K ﹤0.01%
25
754
$6K ﹤0.01%
156
755
$6K ﹤0.01%
1,402
-237
756
$6K ﹤0.01%
1,000
757
$6K ﹤0.01%
36
-4,749
758
$6K ﹤0.01%
154
759
$5K ﹤0.01%
489
760
$5K ﹤0.01%
158
761
$5K ﹤0.01%
1,947
762
$5K ﹤0.01%
38
-7,591
763
$5K ﹤0.01%
111
764
$5K ﹤0.01%
109
765
$5K ﹤0.01%
133
766
$5K ﹤0.01%
82
767
$5K ﹤0.01%
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-30
768
$5K ﹤0.01%
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769
$5K ﹤0.01%
369
770
$5K ﹤0.01%
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771
$5K ﹤0.01%
454
772
$5K ﹤0.01%
115
773
$5K ﹤0.01%
169
-157
774
$5K ﹤0.01%
136
-111
775
$5K ﹤0.01%
810
29 30
31
32 33