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
851
$2K ﹤0.01%
4
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852
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853
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854
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856
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857
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858
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859
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570
+26
860
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125
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862
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35
863
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864
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157
865
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52
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866
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30
867
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125
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868
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+20
869
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100
870
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118
871
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1,330
872
$2K ﹤0.01%
1,330
873
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42
874
$2K ﹤0.01%
301
-3,000
875
$1K ﹤0.01%
15
33 34
35
36 37