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
851
$5K ﹤0.01%
157
-42,250
852
$5K ﹤0.01%
194
-181
853
$5K ﹤0.01%
53
-14
854
$5K ﹤0.01%
495
+300
855
$5K ﹤0.01%
+185
856
$4K ﹤0.01%
+37
857
$4K ﹤0.01%
150
858
$4K ﹤0.01%
210
859
$4K ﹤0.01%
134
-63
860
$4K ﹤0.01%
119
-47
861
$4K ﹤0.01%
14
-4
862
$4K ﹤0.01%
45
-32
863
$4K ﹤0.01%
+81
864
$4K ﹤0.01%
126
-212
865
$4K ﹤0.01%
35
866
$4K ﹤0.01%
471
-124
867
$4K ﹤0.01%
94
-29
868
$4K ﹤0.01%
40
-12
869
$4K ﹤0.01%
30
870
$4K ﹤0.01%
+47
871
$4K ﹤0.01%
16
872
$4K ﹤0.01%
19
873
$4K ﹤0.01%
970
874
$4K ﹤0.01%
250
875
$4K ﹤0.01%
100
-31
33 34
35
36 37