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
$621M
AUM Growth
+$620M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$13.7M
3
+$8.59M
4
PDI icon
PIMCO Dynamic Income Fund
PDI
+$5.54M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.36M

Top Sells

1
+$16.3M
2
+$7.45M
3
+$7.02M
4
IDUB icon
Aptus International Enhanced Yield ETF
IDUB
+$5.75M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$5.2M

Sector Composition

1 Technology 3.8%
2 Consumer Discretionary 2.48%
3 Healthcare 2.23%
4 Financials 2.08%
5 Energy 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
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