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
1101
– –
-751
1102
$0 ﹤0.01%
4
1103
– –
-660
1104
$0 ﹤0.01%
6
1105
– –
-472
1106
$0 ﹤0.01%
1
1107
– –
-104
1108
$0 ﹤0.01%
30
1109
$0 ﹤0.01%
10
-6
1110
$0 ﹤0.01%
32
-3
1111
$0 ﹤0.01%
2
1112
$0 ﹤0.01%
220
1113
$0 ﹤0.01%
245
-34
1114
$0 ﹤0.01%
2
1115
$0 ﹤0.01%
1
1116
– –
-160
1117
– –
-111
1118
$0 ﹤0.01%
4
1119
– –
-2,054
1120
$0 ﹤0.01%
10
1121
– –
0
1122
– –
-1,171
1123
– –
0
1124
$0 ﹤0.01%
10
-159
1125
$0 ﹤0.01%
75
41 42 43 44
45