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
551
$102K ﹤0.01%
498
-20
552
$97K ﹤0.01%
+1,004
553
$96K ﹤0.01%
4,130
554
$93K ﹤0.01%
408
-197
555
$91K ﹤0.01%
+1,382
556
$88K ﹤0.01%
1,100
557
$88K ﹤0.01%
10,067
+81
558
$87K ﹤0.01%
301
+1
559
$86K ﹤0.01%
14,216
560
$85K ﹤0.01%
477
+55
561
$85K ﹤0.01%
1,209
+2
562
$85K ﹤0.01%
611
-101
563
$85K ﹤0.01%
1,003
564
$82K ﹤0.01%
282
565
$82K ﹤0.01%
+2,017
566
$81K ﹤0.01%
3,000
567
$80K ﹤0.01%
721
-53,699
568
$80K ﹤0.01%
346
-30
569
$80K ﹤0.01%
+321
570
$77K ﹤0.01%
299
-18
571
$76K ﹤0.01%
571
-20
572
$76K ﹤0.01%
327
-8
573
$76K ﹤0.01%
+1,303
574
$75K ﹤0.01%
260
575
$75K ﹤0.01%
981
-144
21 22
23
24 25