HFS

Hantz Financial Services Portfolio holdings

AUM $6.6B
1-Year Est. Return 14.35%
This Quarter Est. Return
1 Year Est. Return
+14.35%
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
+$50.6M
2
+$45.2M
3
+$37.5M
4
CSMD icon
Congress SMid Growth ETF
CSMD
+$35.3M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$30.9M

Top Sells

1
+$20.8M
2
+$20.5M
3
+$17.5M
4
AMZN icon
Amazon
AMZN
+$13.1M
5
MTD icon
Mettler-Toledo International
MTD
+$10.5M

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
801
$3K ﹤0.01%
78
802
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120
803
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804
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107
805
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6
806
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54
807
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52
808
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76
809
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121
810
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77
811
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81
812
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821
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$3K ﹤0.01%
471
814
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94
815
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23
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816
$3K ﹤0.01%
23
817
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16
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820
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822
$3K ﹤0.01%
35
823
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224
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$3K ﹤0.01%
96
825
$3K ﹤0.01%
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31 32
33
34 35