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
751
$10K ﹤0.01%
+75
752
$10K ﹤0.01%
367
+175
753
$10K ﹤0.01%
178
754
$10K ﹤0.01%
+133
755
$10K ﹤0.01%
112
756
$10K ﹤0.01%
100
757
$10K ﹤0.01%
154
-3
758
$10K ﹤0.01%
99
-10
759
$10K ﹤0.01%
247
-52
760
$10K ﹤0.01%
7,400
761
$9K ﹤0.01%
150
762
$9K ﹤0.01%
700
763
$9K ﹤0.01%
1,014
764
$9K ﹤0.01%
111
-34
765
$9K ﹤0.01%
287
766
$9K ﹤0.01%
318
-4,940
767
$9K ﹤0.01%
+251
768
$9K ﹤0.01%
133
769
$9K ﹤0.01%
+69
770
$9K ﹤0.01%
52
-9,619
771
$9K ﹤0.01%
724
772
$9K ﹤0.01%
51
+49
773
$9K ﹤0.01%
+152
774
$9K ﹤0.01%
326
775
$8K ﹤0.01%
1,270
-150,271
29 30
31
32 33