FHC

First Heartland Consultants Portfolio holdings

AUM $1.12B
1-Year Est. Return 13.5%
This Quarter Est. Return
1 Year Est. Return
+13.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17M
AUM Growth
-$637M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$15.7K
2
+$9.66K
3
+$6.61K
4
XJUN icon
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
+$6.48K
5
PWV icon
Invesco Large Cap Value ETF
PWV
+$5.62K

Top Sells

1
+$5.44M
2
+$2.36M
3
+$2.31M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.67M
5
SWK icon
Stanley Black & Decker
SWK
+$965K

Sector Composition

1 Industrials 44.47%
2 Technology 2.01%
3 Consumer Discretionary 1.91%
4 Healthcare 1.02%
5 Energy 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.84K 0.24%
15,124
+73
52
$2.83K 0.24%
12,167
+101
53
$2.81K 0.24%
97,059
-1,134
54
$2.74K 0.24%
7,671
+19
55
$2.72K 0.23%
31,188
+11,466
56
$2.69K 0.23%
66,619
+1,382
57
$2.68K 0.23%
9,338
+1,284
58
$2.65K 0.23%
19,649
-1,804
59
$2.64K 0.23%
36,732
-193
60
$2.64K 0.23%
74,276
+113
61
$2.5K 0.21%
26,001
+241
62
$2.37K 0.2%
31,832
-611
63
$2.36K 0.2%
52,317
-327
64
$2.35K 0.2%
57,209
+330
65
$2.34K 0.2%
104,467
+69,504
66
$2.3K 0.2%
33,291
-574
67
$2.24K 0.19%
22,684
+865
68
$2.23K 0.19%
101,244
+83,718
69
$2.23K 0.19%
10,786
-18,017
70
$2.23K 0.19%
+84,410
71
$2.17K 0.19%
16,162
-792
72
$2.13K 0.18%
+26,509
73
$2.09K 0.18%
7,884
+222
74
$2.06K 0.18%
23,540
+121
75
$2.05K 0.18%
53,012
-7,318
1 2
3
4 5