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
1026
$1K ﹤0.01%
+33
1027
$1K ﹤0.01%
+67
1028
$1K ﹤0.01%
27
+1
1029
$1K ﹤0.01%
61
-30
1030
$1K ﹤0.01%
122
-19
1031
$1K ﹤0.01%
300
+200
1032
$1K ﹤0.01%
102
+1
1033
$1K ﹤0.01%
3,020
1034
$1K ﹤0.01%
500
1035
$1K ﹤0.01%
28
-7
1036
$1K ﹤0.01%
+10
1037
$1K ﹤0.01%
96
+1
1038
$1K ﹤0.01%
37
+1
1039
$1K ﹤0.01%
130
1040
$1K ﹤0.01%
30
1041
$1K ﹤0.01%
23
-5
1042
$1K ﹤0.01%
72
-62
1043
$1K ﹤0.01%
220
1044
$1K ﹤0.01%
25
1045
$1K ﹤0.01%
15
1046
$1K ﹤0.01%
68
-19
1047
$1K ﹤0.01%
76
1048
$1K ﹤0.01%
156
-44
1049
$1K ﹤0.01%
4
-162
1050
$1K ﹤0.01%
28
-42
40 41
42
43 44