FHC
First Heartland Consultants Portfolio holdings
AUM
$1.31B
1-Year Est. Return
15.9%
This Fund
S&P 500
1 Year Est. Return
+15.9%
AUM
$1.31B
AUM Growth
-$14.1M
(-1.1%)
Holding
579
Top Buys
| 1 | +$10.7M | |
| 2 | +$7.87M | |
| 3 | +$7.83M | |
| 4 |
GRNJ
Fundstrat Granny Shots US Small & Mid-Cap ETF
GRNJ
|
+$6.97M |
| 5 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$6.82M |
Top Sells
| 1 | +$11.7M | |
| 2 | +$9.19M | |
| 3 | +$7.98M | |
| 4 |
IVES
Dan IVES Wedbush AI Revolution ETF
IVES
|
+$7.52M |
| 5 |
QCAP
FT Vest Nasdaq-100 Conservative Buffer ETF - April
QCAP
|
+$6.39M |
Sector Composition
| 1 | Technology | 3.32% |
| 2 | Consumer Discretionary | 1.43% |
| 3 | Financials | 1.29% |
| 4 | Industrials | 1.06% |
| 5 | Communication Services | 0.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
576
iShares MSCI World ETF
URTH
$8.03B
| – | – |
-1,604
|
|
||
577
US Bancorp
USB
$86.4B
| – | – |
-6,711
|
|
||
578
VICI Properties
VICI
$30.4B
| – | – |
-12,208
|
|
||
|
ETHA
579
iShares Ethereum Trust ETF
ETHA
$7.73B
| – | – |
-8,942
|
|