HFS

Hantz Financial Services Portfolio holdings

AUM $6.6B
1-Year Est. Return 14.35%
This Quarter Est. Return
1 Year Est. Return
+14.35%
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
1,351
New
Increased
Reduced
Closed

Top Buys

1
+$67.6M
2
+$58.1M
3
+$54.2M
4
CSMD icon
Congress SMid Growth ETF
CSMD
+$47.3M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$41.6M

Top Sells

1
+$27M
2
+$19M
3
+$18.1M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$17.5M
5
ADBE icon
Adobe
ADBE
+$10.9M

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
476
$330K 0.01%
+1,268
477
$319K 0.01%
2,922
-252
478
$314K 0.01%
+865
479
$310K 0.01%
9,199
+3
480
$306K 0.01%
3,611
-70
481
$304K 0.01%
3,025
-84,402
482
$304K 0.01%
16,111
+38
483
$299K 0.01%
1,051
+28
484
$297K 0.01%
1,442
-213
485
$296K 0.01%
8,831
-21,864
486
$296K 0.01%
2,280
-404
487
$294K 0.01%
+1,414
488
$288K 0.01%
+13,288
489
$287K 0.01%
2,718
-35
490
$279K 0.01%
12,287
491
$279K 0.01%
+10,126
492
$279K 0.01%
1,233
+57
493
$271K 0.01%
2,498
-122
494
$261K 0.01%
5,389
+1,979
495
$260K 0.01%
1,757
-156
496
$258K 0.01%
2,947
-87
497
$250K ﹤0.01%
990
-315
498
$247K ﹤0.01%
8,863
+6,904
499
$241K ﹤0.01%
2,399
-95
500
$237K ﹤0.01%
2,590
+110
18 19
20
21 22