FHC

First Heartland Consultants Portfolio holdings

AUM $1.12B
1-Year Est. Return 13.5%
This Quarter Est. Return
1 Year Est. Return
+13.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.36M
3
+$2.02M
4
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$1.57M
5
FXN icon
First Trust Energy AlphaDEX Fund
FXN
+$1.47M

Top Sells

1
+$3.25M
2
+$1.5M
3
+$1.46M
4
CVX icon
Chevron
CVX
+$1.27M
5
FSD
FIRST TRUST HIGH INCOME LONG/SHORT FUND
FSD
+$1.05M

Sector Composition

1 Energy 7.62%
2 Technology 7.4%
3 Industrials 5.9%
4 Financials 5.35%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
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