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
$5.13B
AUM Growth
+$550M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,352
New
Increased
Reduced
Closed

Top Buys

1
+$64M
2
+$55.8M
3
+$50.5M
4
CSMD icon
Congress SMid Growth ETF
CSMD
+$43.6M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$41.6M

Top Sells

1
+$24.7M
2
+$18.5M
3
+$18.1M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$17.6M
5
ADBE icon
Adobe
ADBE
+$12.4M

Sector Composition

1 Technology 15.57%
2 Healthcare 8.83%
3 Financials 8.77%
4 Consumer Discretionary 8.48%
5 Industrials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$7K ﹤0.01%
300
802
$7K ﹤0.01%
248
+20
803
$7K ﹤0.01%
21
804
$6K ﹤0.01%
136
805
$6K ﹤0.01%
115
806
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26
807
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198
-17
808
$6K ﹤0.01%
111
809
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109
810
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+133
811
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325
-28
812
$6K ﹤0.01%
156
-47
813
$6K ﹤0.01%
59
814
$6K ﹤0.01%
1,881
815
$6K ﹤0.01%
255
+125
816
$6K ﹤0.01%
349
817
$6K ﹤0.01%
876
+500
818
$6K ﹤0.01%
143
819
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115
-145
820
$6K ﹤0.01%
810
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821
$6K ﹤0.01%
1,500
822
$6K ﹤0.01%
17
-14
823
$6K ﹤0.01%
+140
824
$6K ﹤0.01%
+168
825
$6K ﹤0.01%
140
-4,587
31 32
33
34 35