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
726
$13K ﹤0.01%
298
-108
727
$13K ﹤0.01%
789
+100
728
$13K ﹤0.01%
530
-572
729
$13K ﹤0.01%
4
730
$13K ﹤0.01%
1,000
+334
731
$13K ﹤0.01%
101
-12,971
732
$12K ﹤0.01%
342
+11
733
$12K ﹤0.01%
+313
734
$12K ﹤0.01%
3,301
+2,974
735
$12K ﹤0.01%
76
736
$12K ﹤0.01%
553
737
$12K ﹤0.01%
199
-31
738
$12K ﹤0.01%
+235
739
$12K ﹤0.01%
74
740
$12K ﹤0.01%
259
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741
$12K ﹤0.01%
123
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742
$11K ﹤0.01%
1,862
743
$11K ﹤0.01%
250
744
$11K ﹤0.01%
42
745
$11K ﹤0.01%
585
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746
$11K ﹤0.01%
310
747
$11K ﹤0.01%
167
-11
748
$11K ﹤0.01%
206
749
$10K ﹤0.01%
251
+4
750
$10K ﹤0.01%
548
-172
28 29
30
31 32