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
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%
940
-30
760
$5K ﹤0.01%
182
761
$5K ﹤0.01%
369
762
$5K ﹤0.01%
98
763
$5K ﹤0.01%
158
764
$5K ﹤0.01%
1,947
765
$5K ﹤0.01%
38
-7,591
766
$5K ﹤0.01%
111
767
$5K ﹤0.01%
109
768
$5K ﹤0.01%
133
769
$5K ﹤0.01%
82
770
$5K ﹤0.01%
958
+802
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