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
801
$7K ﹤0.01%
25
802
$7K ﹤0.01%
34
-41
803
$7K ﹤0.01%
300
804
$7K ﹤0.01%
248
+20
805
$6K ﹤0.01%
115
806
$6K ﹤0.01%
325
-28
807
$6K ﹤0.01%
156
-47
808
$6K ﹤0.01%
59
809
$6K ﹤0.01%
1,881
810
$6K ﹤0.01%
255
+125
811
$6K ﹤0.01%
349
812
$6K ﹤0.01%
136
813
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17
-14
814
$6K ﹤0.01%
26
815
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198
-17
816
$6K ﹤0.01%
111
817
$6K ﹤0.01%
109
818
$6K ﹤0.01%
+133
819
$6K ﹤0.01%
876
+500
820
$6K ﹤0.01%
143
821
$6K ﹤0.01%
115
-145
822
$6K ﹤0.01%
810
-48
823
$6K ﹤0.01%
1,500
824
$6K ﹤0.01%
+140
825
$6K ﹤0.01%
+168
31 32
33
34 35