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 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$3K ﹤0.01%
182
+3
827
$3K ﹤0.01%
593
+23
828
$3K ﹤0.01%
117
-8
829
$3K ﹤0.01%
10
-6,557
830
$3K ﹤0.01%
224
831
$3K ﹤0.01%
157
832
$3K ﹤0.01%
96
833
$3K ﹤0.01%
36
-1
834
$3K ﹤0.01%
91
835
$3K ﹤0.01%
60
836
$3K ﹤0.01%
+256
837
$3K ﹤0.01%
30
838
$3K ﹤0.01%
125
839
$3K ﹤0.01%
+63
840
$3K ﹤0.01%
101
841
$3K ﹤0.01%
30
842
$2K ﹤0.01%
12
843
$2K ﹤0.01%
71
844
$2K ﹤0.01%
78
845
$2K ﹤0.01%
25
-3
846
$2K ﹤0.01%
70
-1
847
$2K ﹤0.01%
22
-2,551
848
$2K ﹤0.01%
62
-11,740
849
$2K ﹤0.01%
25
850
$2K ﹤0.01%
301
32 33
34
35 36