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
776
$8K ﹤0.01%
36
777
$8K ﹤0.01%
89
-28
778
$8K ﹤0.01%
+177
779
$8K ﹤0.01%
60
780
$8K ﹤0.01%
85
781
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782
$8K ﹤0.01%
21
783
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381
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784
$8K ﹤0.01%
377
-104
785
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86
-31
786
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155
787
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117
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788
$7K ﹤0.01%
111
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789
$7K ﹤0.01%
158
790
$7K ﹤0.01%
66
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791
$7K ﹤0.01%
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794
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795
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796
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797
$7K ﹤0.01%
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798
$7K ﹤0.01%
182
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799
$7K ﹤0.01%
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800
$7K ﹤0.01%
+210
30 31
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