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
176
$7.18M 0.14%
33,678
-2,489
177
$7.14M 0.14%
537,898
-16,410
178
$7.09M 0.14%
125,893
-5,134
179
$6.98M 0.14%
21,286
-1,198
180
$6.93M 0.14%
75,658
-4,506
181
$6.85M 0.13%
55,972
-2,348
182
$6.79M 0.13%
46,875
-3,777
183
$6.77M 0.13%
41,497
+8,826
184
$6.72M 0.13%
104,428
+2,959
185
$6.51M 0.13%
35,658
-1,036
186
$6.35M 0.12%
43,825
+8,839
187
$6.3M 0.12%
140,934
-7,779
188
$6.22M 0.12%
22,008
+155
189
$6.2M 0.12%
31,359
-1,041
190
$6.19M 0.12%
102,080
+25,180
191
$6.04M 0.12%
150,501
-6,479
192
$6.02M 0.12%
46,218
-2,964
193
$5.98M 0.12%
119,164
-4,425
194
$5.83M 0.11%
157,218
-7,611
195
$5.67M 0.11%
77,472
-26,653
196
$5.67M 0.11%
30,532
-1,457
197
$5.65M 0.11%
11,795
-2,434
198
$5.61M 0.11%
47,252
-4,046
199
$5.58M 0.11%
39,278
+118
200
$5.55M 0.11%
125,650
+4,243
6 7
8
9 10