FHC
First Heartland Consultants Portfolio holdings
AUM
$1.12B
This Quarter Return
-1.49%
1 Year Return
+13.5%
3 Year Return
+40.58%
5 Year Return
+63.75%
10 Year Return
+138.48%
AUM
$227M
AUM Growth
+$227M
(+2.7%)
Cap. Flow
+$10.9M
Cap. Flow
% of AUM
4.78%
Top 10 Holdings %
Top 10 Hldgs %
25.23%
Holding
277
New
27
Increased
101
Reduced
68
Closed
28
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$3.59M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$3.42M |
| 3 |
Invesco QQQ Trust
QQQ
|
$3.18M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$2.67M |
| 5 |
Vanguard Mid-Cap Value ETF
VOE
|
$1.85M |
Top Sells
Sector Composition
| 1 | Technology | 7.13% |
| 2 | Energy | 5.91% |
| 3 | Industrials | 5.58% |
| 4 | Financials | 4.71% |
| 5 | Healthcare | 3.87% |