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%
140
-41
902
$3K ﹤0.01%
98
-32
903
$3K ﹤0.01%
74
-147
904
$3K ﹤0.01%
25
905
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77
-24
906
$3K ﹤0.01%
155
+100
907
$3K ﹤0.01%
81
-27
908
$3K ﹤0.01%
5
909
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+25
910
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21
911
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200
912
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1,800
913
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35
914
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150
-54
915
$3K ﹤0.01%
35
-3
916
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210
-65
917
$3K ﹤0.01%
781
-1,018
918
$3K ﹤0.01%
150
-1,258
919
$3K ﹤0.01%
+124
920
$3K ﹤0.01%
99
921
$3K ﹤0.01%
91
922
$3K ﹤0.01%
37
923
$3K ﹤0.01%
60
924
$3K ﹤0.01%
+99
925
$3K ﹤0.01%
225
+1
35 36
37
38 39