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
676
$21K ﹤0.01%
171
-107
677
$20K ﹤0.01%
264
-3,830
678
$20K ﹤0.01%
151
-130
679
$20K ﹤0.01%
150
-38
680
$20K ﹤0.01%
3,300
681
$20K ﹤0.01%
677
682
$20K ﹤0.01%
563
-28
683
$20K ﹤0.01%
959
684
$20K ﹤0.01%
314
-182
685
$20K ﹤0.01%
2,707
+10
686
$19K ﹤0.01%
500
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687
$19K ﹤0.01%
1,044
688
$19K ﹤0.01%
846
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689
$19K ﹤0.01%
75
690
$19K ﹤0.01%
100
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691
$19K ﹤0.01%
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$18K ﹤0.01%
152
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693
$18K ﹤0.01%
28
694
$18K ﹤0.01%
245
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695
$18K ﹤0.01%
460
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$18K ﹤0.01%
329
697
$17K ﹤0.01%
207
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698
$17K ﹤0.01%
979
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699
$17K ﹤0.01%
+174
700
$17K ﹤0.01%
620
-35
26 27
28
29 30