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 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
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-3,486
1002
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0
1003
$0 ﹤0.01%
14
1004
$0 ﹤0.01%
25
+1
1005
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1006
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1007
$0 ﹤0.01%
+36
1008
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2
1009
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-1,086
1010
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1011
$0 ﹤0.01%
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1017
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1018
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1019
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-440
1020
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0
1021
$0 ﹤0.01%
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1022
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$0 ﹤0.01%
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1025
$0 ﹤0.01%
6
39 40
41
42 43