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
701
$17K ﹤0.01%
368
702
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154
-44
703
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363
-63
704
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344
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705
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+221
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$16K ﹤0.01%
427
708
$16K ﹤0.01%
3,621
709
$16K ﹤0.01%
187
710
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176
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711
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712
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$16K ﹤0.01%
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715
$15K ﹤0.01%
89
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716
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719
$15K ﹤0.01%
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720
$15K ﹤0.01%
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$14K ﹤0.01%
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722
$14K ﹤0.01%
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723
$13K ﹤0.01%
305
724
$13K ﹤0.01%
785
725
$13K ﹤0.01%
298
-108
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