FHC

First Heartland Consultants Portfolio holdings

AUM $1.32B
1-Year Est. Return 15.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$975M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$51.1M
2
+$15.6M
3
+$12.6M
4
QCAP
FT Vest Nasdaq-100 Conservative Buffer ETF - April
QCAP
+$10.1M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$9.7M

Top Sells

1
+$15.4M
2
+$11.7M
3
+$6.66M
4
VUG icon
Vanguard Growth ETF
VUG
+$6.4M
5
SPGM icon
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$6.18M

Sector Composition

1 Technology 4.49%
2 Consumer Discretionary 2.39%
3 Financials 1.9%
4 Healthcare 1.08%
5 Communication Services 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
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