FHC

First Heartland Consultants Portfolio holdings

AUM $1.24B
1-Year Est. Return 14.05%
This Quarter Est. Return
1 Year Est. Return
+14.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
+$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$864K
3
+$858K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$732K
5
TPC
Tutor Perini Cor
TPC
+$668K

Top Sells

1
+$19M
2
+$2.5M
3
+$2.41M
4
IYR icon
iShares US Real Estate ETF
IYR
+$1.23M
5
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$698K

Sector Composition

1 Technology 7.27%
2 Industrials 6.65%
3 Healthcare 5.41%
4 Financials 3.8%
5 Consumer Discretionary 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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