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
826
$3K ﹤0.01%
37
827
$3K ﹤0.01%
91
828
$3K ﹤0.01%
60
829
$3K ﹤0.01%
1,992
+58
830
$3K ﹤0.01%
225
831
$3K ﹤0.01%
16
-1
832
$3K ﹤0.01%
101
833
$3K ﹤0.01%
30
834
$3K ﹤0.01%
91
835
$3K ﹤0.01%
93
836
$2K ﹤0.01%
12
837
$2K ﹤0.01%
71
838
$2K ﹤0.01%
28
839
$2K ﹤0.01%
71
840
$2K ﹤0.01%
53
+1
841
$2K ﹤0.01%
25
-12
842
$2K ﹤0.01%
272
843
$2K ﹤0.01%
55
844
$2K ﹤0.01%
98
845
$2K ﹤0.01%
800
846
$2K ﹤0.01%
218
847
$2K ﹤0.01%
100
848
$2K ﹤0.01%
140
849
$2K ﹤0.01%
44
-31
850
$2K ﹤0.01%
27
32 33
34
35 36