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
$5.2B
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,354
New
Increased
Reduced
Closed

Top Buys

1
+$48.7M
2
+$43.7M
3
+$37.6M
4
CSMD icon
Congress SMid Growth ETF
CSMD
+$35.2M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$30.6M

Top Sells

1
+$20.6M
2
+$18.7M
3
+$16.2M
4
AMZN icon
Amazon
AMZN
+$12.5M
5
MTD icon
Mettler-Toledo International
MTD
+$10.3M

Sector Composition

1 Technology 15.44%
2 Financials 8.3%
3 Healthcare 7.94%
4 Consumer Discretionary 7.89%
5 Industrials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
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-10
1002
$0 ﹤0.01%
107
1003
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-1,881
1004
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0
1005
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1006
$0 ﹤0.01%
4
1007
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1008
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1009
$0 ﹤0.01%
+6
1010
$0 ﹤0.01%
1
-50
1011
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1012
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-210
1013
$0 ﹤0.01%
16
1014
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35
-37
1015
$0 ﹤0.01%
2
1016
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-1,179
1017
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1018
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-2
1019
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1020
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-126
1021
– –
-876
1022
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-9
1023
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1024
– –
-6
1025
– –
-2,100
39 40
41
42 43