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
926
$3K ﹤0.01%
17
-121
927
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25
928
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101
-31
929
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30
930
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91
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931
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118
-39
932
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93
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933
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934
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71
-22
935
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936
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130
937
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37
938
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6
939
$2K ﹤0.01%
272
-15
940
$2K ﹤0.01%
112
-16
941
$2K ﹤0.01%
84
-8,299
942
$2K ﹤0.01%
98
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943
$2K ﹤0.01%
52
-16
944
$2K ﹤0.01%
65
945
$2K ﹤0.01%
89
-7,614
946
$2K ﹤0.01%
86
947
$2K ﹤0.01%
800
948
$2K ﹤0.01%
+10
949
$2K ﹤0.01%
218
-67
950
$2K ﹤0.01%
+70
36 37
38
39 40