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
876
$4K ﹤0.01%
250
877
$4K ﹤0.01%
100
-31
878
$4K ﹤0.01%
70
-17
879
$4K ﹤0.01%
306
880
$4K ﹤0.01%
82
881
$4K ﹤0.01%
119
882
$4K ﹤0.01%
274
+125
883
$4K ﹤0.01%
+80
884
$3K ﹤0.01%
210
-65
885
$3K ﹤0.01%
781
-1,018
886
$3K ﹤0.01%
150
-1,258
887
$3K ﹤0.01%
+124
888
$3K ﹤0.01%
99
889
$3K ﹤0.01%
91
890
$3K ﹤0.01%
140
-41
891
$3K ﹤0.01%
1,855
892
$3K ﹤0.01%
78
893
$3K ﹤0.01%
180
894
$3K ﹤0.01%
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895
$3K ﹤0.01%
71
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896
$3K ﹤0.01%
52
897
$3K ﹤0.01%
59
898
$3K ﹤0.01%
107
-31
899
$3K ﹤0.01%
1,320
+750
900
$3K ﹤0.01%
54
-17
34 35
36
37 38