Atlas Brown’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Atlas Brown’s Portfolio FHLC Stock Details FHLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.51M	Sell	19,589 -435	-2%	-$31.2K	0.41%	66
2026 Q1	$1.41M	Sell	20,024 -193	-1%	-$14.2K	0.42%	66
2025 Q4	$1.5M	Sell	20,217 -562	-3%	-$40.5K	0.45%	59
2025 Q3	$1.39M	Sell	20,779 -793	-4%	-$51.2K	0.41%	63
2025 Q2	$1.38M	Sell	21,572 -29	-0.1%	-$1.85K	0.44%	62
2025 Q1	$1.48M	Sell	21,601 -641	-3%	-$44K	0.52%	55
2024 Q4	$1.45M	Sell	22,242 -834	-4%	-$57.9K	0.5%	54
2024 Q3	$1.68M	Buy	23,076 +82	+0.4%	+$5.87K	0.58%	48
2024 Q2	$1.58M	Buy	22,994 +358	+2%	+$24.2K	0.57%	48
2024 Q1	$1.58M	Sell	22,636 -99	-0.4%	-$6.71K	0.57%	50
2023 Q4	$1.47M	Sell	22,735 -210	-0.9%	-$12.8K	0.61%	48
2023 Q3	$1.39M	Buy	22,945 +361	+2%	+$22.7K	0.63%	46
2023 Q2	$1.43M	Sell	22,584 -5,324	-19%	-$334K	0.63%	45
2023 Q1	$1.72M	Sell	27,908 -363	-1%	-$22.5K	0.79%	37
2022 Q4	$1.81M	Sell	28,271 -768	-3%	-$48K	0.89%	33
2022 Q3	$1.67M	Sell	29,039 -1,239	-4%	-$76.2K	0.85%	34
2022 Q2	$1.84M	Sell	30,278 -3,312	-10%	-$206K	0.87%	32
2022 Q1	$2.21M	Sell	33,590 -496	-1%	-$31.6K	0.9%	32
2021 Q4	$2.34M	Sell	34,086 -229	-0.7%	-$15.1K	0.91%	32
2021 Q3	$2.19M	Buy	34,315 +220	+0.6%	+$14.5K	0.95%	32
2021 Q2	$2.17M	Buy	34,095 +373	+1%	+$23K	0.94%	31
2021 Q1	$1.99M	Buy	33,722 +2,955	+10%	+$175K	0.94%	34
2020 Q4	$1.78M	Buy	30,767 +15	+0%	+$828	0.92%	34
2020 Q3	$1.62M	Buy	30,752 +2,702	+10%	+$141K	0.96%	32
2020 Q2	$1.4M	Buy	28,050 +638	+2%	+$30.9K	0.89%	36
2020 Q1	$1.18M	Buy	27,412 +5,465	+25%	+$259K	0.92%	39
2019 Q4	$1.09M	Buy	21,947 +2,699	+14%	+$125K	0.68%	49
2019 Q3	$835K	Buy	19,248 +608	+3%	+$26.9K	0.6%	54
2019 Q2	$839K	Buy	18,640 +532	+3%	+$23.2K	0.58%	56
2019 Q1	$806K	Sell	18,108 -21	-0.1%	-$916	0.57%	54
2018 Q4	$749K	Buy	18,129 +35	+0.2%	+$1.54K	0.58%	52
2018 Q3	$847K	Buy	18,094 +395	+2%	+$17.6K	0.52%	56
2018 Q2	$761K	Sell	17,699 -301	-2%	-$12.3K	0.18%	60
2018 Q1	$717K	Buy	18,000 +133	+0.7%	+$5.51K	0.13%	63
2017 Q4	$770K	Sell	17,867 -923	-5%	-$36.8K	0.14%	58
2017 Q3	$743K	Sell	18,790 -880	-4%	-$34.1K	0.16%	55
2017 Q2	$753K	Sell	19,670 -88	-0.4%	-$3.23K	0.66%	53
2017 Q1	$706K	Buy	19,758 +639	+3%	+$22.3K	0.56%	55
2016 Q4	$659K	Hold	19,119	–	–	0.27%	54
2016 Q3	$659K	Buy	19,119 +2,086	+12%	+$72.9K	0.27%	54
2016 Q2	$576K	Buy	17,033 +3,580	+27%	+$119K	0.23%	57
2016 Q1	$430K	Buy	13,453 +2,425	+22%	+$76.5K	0.18%	74
2015 Q4	$347K	Buy	11,028 +2,986	+37%	+$101K	0.22%	78
2015 Q3	$256K	Buy	8,042 +1,518	+23%	+$53.6K	0.11%	99
2015 Q2	$240K	Buy	+6,524	New	+$234K	0.09%	106

Other funds holding FHLC

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Warner Financial Bethesda, Maryland $340M AUM 22.81% 1-Year Est. Return