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
976
-908
977
-1
978
-9
979
-243
980
-50
981
0
982
-27
983
$0 ﹤0.01%
130
984
$0 ﹤0.01%
935
985
-2
986
$0 ﹤0.01%
+350
987
$0 ﹤0.01%
13
988
$0 ﹤0.01%
1,270
989
$0 ﹤0.01%
9
990
$0 ﹤0.01%
250
991
$0 ﹤0.01%
21
992
$0 ﹤0.01%
25
993
$0 ﹤0.01%
100
994
-600
995
0
996
$0 ﹤0.01%
10
997
$0 ﹤0.01%
+8
998
$0 ﹤0.01%
+2
999
$0 ﹤0.01%
60
1000
$0 ﹤0.01%
8