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
$771M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$16.3M
3
+$14.4M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$10.8M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.92M

Top Sells

1
+$11.1M
2
+$6M
3
+$5.6M
4
RISR icon
FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
+$4.1M
5
XJUN icon
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
+$3.28M

Sector Composition

1 Technology 4.24%
2 Consumer Discretionary 2.44%
3 Financials 2.03%
4 Energy 1.45%
5 Healthcare 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
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