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
951
$2K ﹤0.01%
+200
952
$2K ﹤0.01%
52
-41
953
$2K ﹤0.01%
1,207
+100
954
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81
955
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+33
956
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+19
957
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23
-8
958
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27
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959
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+67
960
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8
961
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55
962
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-38
963
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6
964
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19
965
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544
966
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31
-11
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969
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100
970
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971
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850
972
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124
+13
973
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+38
974
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37
975
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51
37 38
39
40 41