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%
+43
777
$5K ﹤0.01%
+40
778
$5K ﹤0.01%
119
779
$5K ﹤0.01%
80
780
$5K ﹤0.01%
+25
781
$5K ﹤0.01%
226
+1
782
$5K ﹤0.01%
+126
783
$4K ﹤0.01%
33
784
$4K ﹤0.01%
111
785
$4K ﹤0.01%
76
786
$4K ﹤0.01%
77
787
$4K ﹤0.01%
81
788
$4K ﹤0.01%
468
-3
789
$4K ﹤0.01%
40
790
$4K ﹤0.01%
30
791
$4K ﹤0.01%
22
-1
792
$4K ﹤0.01%
23
793
$4K ﹤0.01%
+72
794
$4K ﹤0.01%
1,947
795
$4K ﹤0.01%
548
-19
796
$4K ﹤0.01%
77
-21
797
$4K ﹤0.01%
120
798
$4K ﹤0.01%
210
799
$4K ﹤0.01%
134
800
$4K ﹤0.01%
119
30 31
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