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
1001
$1K ﹤0.01%
+99
1002
$1K ﹤0.01%
+11
1003
$1K ﹤0.01%
84
+60
1004
$1K ﹤0.01%
13
1005
$1K ﹤0.01%
+132
1006
$1K ﹤0.01%
+152
1007
$1K ﹤0.01%
+21
1008
$1K ﹤0.01%
34
1009
$1K ﹤0.01%
+15
1010
$1K ﹤0.01%
+35
1011
$1K ﹤0.01%
100
1012
$1K ﹤0.01%
71
1013
$1K ﹤0.01%
25
1014
$1K ﹤0.01%
8
-62
1015
$1K ﹤0.01%
+288
1016
$1K ﹤0.01%
+27
1017
$1K ﹤0.01%
+33
1018
$1K ﹤0.01%
+5
1019
$1K ﹤0.01%
+4
1020
$1K ﹤0.01%
100
1021
$1K ﹤0.01%
+20
1022
$1K ﹤0.01%
9
1023
$1K ﹤0.01%
10
1024
$1K ﹤0.01%
21
1025
$1K ﹤0.01%
15
39 40
41
42 43