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
901
$3K ﹤0.01%
163
+33
902
$3K ﹤0.01%
1,044
903
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150
904
$3K ﹤0.01%
55
-17
905
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+81
906
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76
-21
907
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121
-39
908
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100
-34
909
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98
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910
$3K ﹤0.01%
74
-147
911
$3K ﹤0.01%
25
912
$3K ﹤0.01%
77
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913
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155
+100
914
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81
-27
915
$3K ﹤0.01%
5
916
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+25
917
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21
918
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200
919
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1,800
920
$3K ﹤0.01%
35
921
$3K ﹤0.01%
150
-54
922
$3K ﹤0.01%
35
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923
$3K ﹤0.01%
37
924
$3K ﹤0.01%
60
925
$3K ﹤0.01%
+99
35 36
37
38 39