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
1001
$1K ﹤0.01%
63
+7
1002
$1K ﹤0.01%
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1003
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+33
1004
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33
1005
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24
-22
1006
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420
-150
1007
$1K ﹤0.01%
8
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1008
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1009
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1010
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128
1011
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1012
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1013
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1014
$1K ﹤0.01%
+21
1015
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34
1016
$1K ﹤0.01%
+35
1017
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100
1018
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1019
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25
1020
$1K ﹤0.01%
8
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1021
$1K ﹤0.01%
+288
1022
$1K ﹤0.01%
+27
1023
$1K ﹤0.01%
+33
1024
$1K ﹤0.01%
+4
1025
$1K ﹤0.01%
100
39 40
41
42 43