FHC
First Heartland Consultants Portfolio holdings
AUM
$1.12B
This Quarter Return
-0.75%
1 Year Return
+13.5%
3 Year Return
+40.58%
5 Year Return
+63.75%
10 Year Return
+138.48%
AUM
$912K
AUM Growth
+$912K
(-100%)
Cap. Flow
-$5.43M
Cap. Flow
% of AUM
-595.05%
Top 10 Holdings %
Top 10 Hldgs %
73.75%
Holding
318
New
45
Increased
142
Reduced
71
Closed
15
Top Buys
Top Sells
| 1 |
Invesco S&P 500 Top 50 ETF
XLG
|
$1.31M |
| 2 |
BRCM
BROADCOM CORP CL-A
BRCM
|
$607K |
| 3 |
iShares Russell Mid-Cap ETF
IWR
|
$538K |
| 4 |
TPCO
Tribune Publishing Company Common Stock
TPCO
|
$495K |
| 5 |
BRSS
Global Brass & Copper Hldgs, Inc
BRSS
|
$482K |
Sector Composition
| 1 | Financials | 66.4% |
| 2 | Technology | 1.81% |
| 3 | Industrials | 1.71% |
| 4 | Consumer Staples | 1.56% |
| 5 | Healthcare | 1.54% |
