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
$227M
AUM Growth
+$5.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$3.42M
3
+$3.18M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.67M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.85M

Top Sells

1
+$2.77M
2
+$2.39M
3
+$2.09M
4
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$1.73M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.69M

Sector Composition

1 Technology 7.13%
2 Energy 5.91%
3 Industrials 5.58%
4 Financials 4.71%
5 Healthcare 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
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