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
626
$38K ﹤0.01%
261
+4
627
$36K ﹤0.01%
112
+10
628
$36K ﹤0.01%
1,044
-572
629
$36K ﹤0.01%
2,762
+1,602
630
$35K ﹤0.01%
575
-160
631
$35K ﹤0.01%
1,409
632
$35K ﹤0.01%
1,250
633
$33K ﹤0.01%
34
634
$32K ﹤0.01%
552
-56
635
$32K ﹤0.01%
1,050
636
$32K ﹤0.01%
2,100
637
$31K ﹤0.01%
+2,000
638
$31K ﹤0.01%
1,941
639
$31K ﹤0.01%
183
640
$31K ﹤0.01%
317
-59
641
$31K ﹤0.01%
+248
642
$30K ﹤0.01%
175
643
$30K ﹤0.01%
314
644
$30K ﹤0.01%
+8,174
645
$29K ﹤0.01%
426
646
$29K ﹤0.01%
783
-20
647
$29K ﹤0.01%
271
-170
648
$29K ﹤0.01%
937
-33
649
$28K ﹤0.01%
326
-28
650
$28K ﹤0.01%
+2,899
24 25
26
27 28