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
976
$2K ﹤0.01%
200
977
$2K ﹤0.01%
+70
978
$2K ﹤0.01%
+25
979
$2K ﹤0.01%
100
980
$2K ﹤0.01%
66
-10
981
$2K ﹤0.01%
1,330
982
$2K ﹤0.01%
1,330
983
$2K ﹤0.01%
84
-8,299
984
$2K ﹤0.01%
89
-7,614
985
$1K ﹤0.01%
37
+1
986
$1K ﹤0.01%
+15
987
$1K ﹤0.01%
27
-8
988
$1K ﹤0.01%
142
-6
989
$1K ﹤0.01%
50
990
$1K ﹤0.01%
+18
991
$1K ﹤0.01%
11
+1
992
$1K ﹤0.01%
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993
$1K ﹤0.01%
+11
994
$1K ﹤0.01%
84
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995
$1K ﹤0.01%
+15
996
$1K ﹤0.01%
+5
997
$1K ﹤0.01%
300
+200
998
$1K ﹤0.01%
15
-10
999
$1K ﹤0.01%
350
1000
$1K ﹤0.01%
140
38 39
40
41 42