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
851
$5K ﹤0.01%
53
-14
852
$5K ﹤0.01%
495
+300
853
$5K ﹤0.01%
+185
854
$5K ﹤0.01%
133
855
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+34
856
$4K ﹤0.01%
+37
857
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150
858
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210
859
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134
-63
860
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119
-47
861
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14
-4
862
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45
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863
$4K ﹤0.01%
+81
864
$4K ﹤0.01%
126
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865
$4K ﹤0.01%
35
866
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471
-124
867
$4K ﹤0.01%
94
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868
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40
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869
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30
870
$4K ﹤0.01%
+47
871
$4K ﹤0.01%
16
872
$4K ﹤0.01%
19
873
$4K ﹤0.01%
970
874
$4K ﹤0.01%
250
875
$4K ﹤0.01%
100
-31
33 34
35
36 37