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
$330M
AUM Growth
-$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$4.65M
3
+$3.27M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$2.93M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$2.51M

Top Sells

1
+$2.57B
2
+$9.51M
3
+$5.5M
4
SH icon
ProShares Short S&P500
SH
+$4.89M
5
MTOR
MERITOR, Inc.
MTOR
+$4.68M

Sector Composition

1 Technology 6.16%
2 Industrials 5.99%
3 Consumer Discretionary 4.92%
4 Financials 4%
5 Consumer Staples 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
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