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 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$6K ﹤0.01%
243
-81
827
$6K ﹤0.01%
121
-45
828
$6K ﹤0.01%
136
829
$5K ﹤0.01%
+247
830
$5K ﹤0.01%
98
831
$5K ﹤0.01%
1,947
832
$5K ﹤0.01%
210
-453
833
$5K ﹤0.01%
81
-9
834
$5K ﹤0.01%
117
-55
835
$5K ﹤0.01%
33
-11
836
$5K ﹤0.01%
+112
837
$5K ﹤0.01%
75
-7,502
838
$5K ﹤0.01%
82
-24
839
$5K ﹤0.01%
46
+10
840
$5K ﹤0.01%
369
-113
841
$5K ﹤0.01%
126
842
$5K ﹤0.01%
224
843
$5K ﹤0.01%
+454
844
$5K ﹤0.01%
+82
845
$5K ﹤0.01%
119
-71
846
$5K ﹤0.01%
193
-10
847
$5K ﹤0.01%
198
-13
848
$5K ﹤0.01%
+100
849
$5K ﹤0.01%
157
-42,250
850
$5K ﹤0.01%
194
-181
32 33
34
35 36