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
651
$27K ﹤0.01%
656
+169
652
$27K ﹤0.01%
11,100
653
$26K ﹤0.01%
1,599
654
$25K ﹤0.01%
469
+277
655
$25K ﹤0.01%
+222
656
$25K ﹤0.01%
862
-300
657
$25K ﹤0.01%
274
-26
658
$24K ﹤0.01%
602
659
$24K ﹤0.01%
373
660
$24K ﹤0.01%
404
661
$24K ﹤0.01%
282
+222
662
$24K ﹤0.01%
2,035
+47
663
$24K ﹤0.01%
250
664
$24K ﹤0.01%
605
-101
665
$24K ﹤0.01%
274
-20,993
666
$23K ﹤0.01%
215
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667
$23K ﹤0.01%
240
668
$23K ﹤0.01%
475
669
$23K ﹤0.01%
+1,012
670
$23K ﹤0.01%
145
671
$23K ﹤0.01%
127
672
$22K ﹤0.01%
329
+3
673
$22K ﹤0.01%
+114
674
$22K ﹤0.01%
340
+50
675
$21K ﹤0.01%
4,000
25 26
27
28 29