FHC
First Heartland Consultants Portfolio holdings
AUM
$1.12B
1-Year Return
13.5%
This Quarter Return
+1.67%
1 Year Return
+13.5%
3 Year Return
+40.58%
5 Year Return
+63.75%
10 Year Return
+138.48%
AUM
$466M
AUM Growth
+$49.7M
(+12%)
Cap. Flow
+$43.5M
Cap. Flow
% of AUM
9.33%
Top 10 Holdings %
Top 10 Hldgs %
28.03%
Holding
303
New
21
Increased
160
Reduced
89
Closed
16
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 2.98% |
| 2 | Consumer Discretionary | 2.2% |
| 3 | Financials | 1.7% |
| 4 | Industrials | 1.7% |
| 5 | Healthcare | 1.23% |