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
826
$6K ﹤0.01%
154
827
$6K ﹤0.01%
243
-81
828
$6K ﹤0.01%
121
-45
829
$5K ﹤0.01%
+247
830
$5K ﹤0.01%
489
831
$5K ﹤0.01%
1,947
832
$5K ﹤0.01%
210
-453
833
$5K ﹤0.01%
133
834
$5K ﹤0.01%
+34
835
$5K ﹤0.01%
81
-9
836
$5K ﹤0.01%
117
-55
837
$5K ﹤0.01%
33
-11
838
$5K ﹤0.01%
+112
839
$5K ﹤0.01%
75
-7,502
840
$5K ﹤0.01%
82
-24
841
$5K ﹤0.01%
46
+10
842
$5K ﹤0.01%
369
-113
843
$5K ﹤0.01%
126
844
$5K ﹤0.01%
224
845
$5K ﹤0.01%
+454
846
$5K ﹤0.01%
+82
847
$5K ﹤0.01%
119
-71
848
$5K ﹤0.01%
1,934
-100
849
$5K ﹤0.01%
198
-13
850
$5K ﹤0.01%
+100
32 33
34
35 36