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
776
$5K ﹤0.01%
7,400
777
$5K ﹤0.01%
194
778
$5K ﹤0.01%
61
-213
779
$5K ﹤0.01%
53
780
$4K ﹤0.01%
119
781
$4K ﹤0.01%
49
-7,102
782
$4K ﹤0.01%
119
783
$4K ﹤0.01%
80
784
$4K ﹤0.01%
210
785
$4K ﹤0.01%
134
786
$4K ﹤0.01%
119
787
$4K ﹤0.01%
117
788
$4K ﹤0.01%
40
789
$4K ﹤0.01%
33
790
$4K ﹤0.01%
215
-574
791
$4K ﹤0.01%
16
792
$4K ﹤0.01%
304
-21
793
$4K ﹤0.01%
19
794
$4K ﹤0.01%
294
+233
795
$4K ﹤0.01%
100
796
$4K ﹤0.01%
79
-120
797
$4K ﹤0.01%
114
-26
798
$4K ﹤0.01%
1,890
-204,122
799
$4K ﹤0.01%
30
800
$3K ﹤0.01%
567
-703
30 31
32
33 34