HFS

Hantz Financial Services Portfolio holdings

AUM $6.79B
1-Year Est. Return 14.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.82%
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
1,352
New
Increased
Reduced
Closed

Top Buys

1 +$64M
2 +$55.8M
3 +$50.5M
4
CSMD icon
Congress SMid Growth ETF
CSMD
+$43.6M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$41.6M

Top Sells

1 +$24.7M
2 +$18.5M
3 +$18.1M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$17.6M
5
ADBE icon
Adobe
ADBE
+$12.4M

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
1226
0
1227
-1,600