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
576
$75K ﹤0.01%
1,203
+300
577
$72K ﹤0.01%
273
-187
578
$71K ﹤0.01%
1,185
+27
579
$69K ﹤0.01%
+6,950
580
$69K ﹤0.01%
516
-243
581
$68K ﹤0.01%
1,497
-302
582
$66K ﹤0.01%
2,560
+268
583
$64K ﹤0.01%
325
-39
584
$63K ﹤0.01%
+178
585
$63K ﹤0.01%
3,105
+9
586
$62K ﹤0.01%
1,162
-59,254
587
$62K ﹤0.01%
297
+165
588
$60K ﹤0.01%
1,029
-349
589
$60K ﹤0.01%
107
590
$58K ﹤0.01%
+3,481
591
$58K ﹤0.01%
1,466
+1,015
592
$57K ﹤0.01%
787
-255
593
$57K ﹤0.01%
1,848
-600
594
$56K ﹤0.01%
1,177
595
$56K ﹤0.01%
+753
596
$56K ﹤0.01%
545
597
$56K ﹤0.01%
3,700
+2,500
598
$56K ﹤0.01%
948
-21
599
$55K ﹤0.01%
1,045
600
$53K ﹤0.01%
1,000
22 23
24
25 26