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
951
$2K ﹤0.01%
+200
952
$2K ﹤0.01%
52
-41
953
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1,207
+100
954
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81
955
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+33
956
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+19
957
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23
-8
958
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27
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959
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+67
960
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55
961
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182
-38
962
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6
963
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19
964
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544
965
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31
-11
966
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9
-1
967
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968
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100
969
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96
970
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850
971
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124
+13
972
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+38
973
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37
974
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51
975
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30
-186
37 38
39
40 41