FHC

First Heartland Consultants Portfolio holdings

AUM $1.31B
1-Year Est. Return 15.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$638M
AUM Growth
-$7.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$11.8M
3
+$10.2M
4
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$9.08M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.21M

Top Sells

1
+$8.91M
2
+$8.27M
3
+$6.43M
4
RWO icon
State Street SPDR Dow Jones Global Real Estate ETF
RWO
+$5.78M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.84M

Sector Composition

1 Technology 3.71%
2 Consumer Discretionary 3.32%
3 Healthcare 2.25%
4 Financials 1.94%
5 Energy 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
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