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
$466M
AUM Growth
+$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.98%
2 Consumer Discretionary 2.2%
3 Financials 1.7%
4 Industrials 1.7%
5 Healthcare 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-11,120
302
-35,751
303
-10,818