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
$5.63B
AUM Growth
+$433M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,239
New
Increased
Reduced
Closed

Top Buys

1 +$33.4M
2 +$30.1M
3 +$25.5M
4
AAPL icon
Apple
AAPL
+$24.9M
5
CSMD icon
Congress SMid Growth ETF
CSMD
+$23.8M

Top Sells

1 +$29.3M
2 +$13.5M
3 +$11.3M
4
CVX icon
Chevron
CVX
+$10.8M
5
NKE icon
Nike
NKE
+$10.8M

Sector Composition

1 Technology 14.96%
2 Financials 8.22%
3 Healthcare 7.88%
4 Consumer Discretionary 6.92%
5 Industrials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
$5K ﹤0.01%
119
777
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80
778
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+25
779
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226
+1
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+126
781
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103
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53
783
$4K ﹤0.01%
548
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784
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786
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789
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1,947
790
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+127
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33
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795
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40
798
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799
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-1
800
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