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
1201
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1202
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1203
$0 ﹤0.01%
2
1204
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0
1205
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1206
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-6,950
1207
$0 ﹤0.01%
16
+2
1208
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-27
1209
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1210
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-5
1211
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1212
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1213
$0 ﹤0.01%
8
1214
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7
+2
1215
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-477
1216
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1217
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1218
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-47
1219
– –
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1220
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1221
$0 ﹤0.01%
18
1222
– –
-20
1223
– –
-367
1224
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-10
1225
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-175
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