FHC
First Heartland Consultants Portfolio holdings
AUM
$1.12B
1-Year Return
13.5%
This Quarter Return
+1.4%
1 Year Return
+13.5%
3 Year Return
+40.58%
5 Year Return
+63.75%
10 Year Return
+138.48%
AUM
$2.62M
AUM Growth
-$655M
(-100%)
Cap. Flow
-$58.3M
Cap. Flow
% of AUM
-2,221.92%
Top 10 Holdings %
Top 10 Hldgs %
79.35%
Holding
423
New
37
Increased
182
Reduced
133
Closed
54
Top Buys
| 1 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
$1.87M |
| 2 |
Aptus Defined Risk ETF
DRSK
|
$27.6K |
| 3 |
Aptus Behavioral Momentum ETF
ADME
|
$22.7K |
| 4 |
Opus Small Cap Value ETF
OSCV
|
$22K |
| 5 |
Aptus Collared Investment Opportunity ETF
ACIO
|
$18.9K |
Top Sells
Sector Composition
| 1 | Technology | 1.38% |
| 2 | Consumer Discretionary | 1% |
| 3 | Healthcare | 0.61% |
| 4 | Financials | 0.55% |
| 5 | Communication Services | 0.4% |
