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
101
$1.32K 0.11%
24,525
-1,001
102
$1.28K 0.11%
28,832
+102
103
$1.24K 0.11%
19,771
+350
104
$1.24K 0.11%
28,578
+1,824
105
$1.23K 0.11%
28,177
+11,009
106
$1.23K 0.11%
101,690
+5,850
107
$1.23K 0.11%
11,143
+912
108
$1.2K 0.1%
3,723
-292
109
$1.2K 0.1%
23,465
+15,998
110
$1.19K 0.1%
+44,734
111
$1.16K 0.1%
24,690
112
$1.16K 0.1%
17,409
-11,483
113
$1.14K 0.1%
30,561
-1,869
114
$1.12K 0.1%
+11,655
115
$1.11K 0.1%
60,740
116
$1.11K 0.1%
9,866
+3,879
117
$1.11K 0.1%
12,699
+442
118
$1.1K 0.09%
21,645
+215
119
$1.09K 0.09%
52,239
-2,320
120
$1.09K 0.09%
10,696
+8,084
121
$1.02K 0.09%
+2,542
122
$1.02K 0.09%
10,659
+639
123
$975 0.08%
5,218
+325
124
$964 0.08%
32,234
+4,911
125
$960 0.08%
8,730
+230
3 4
5
6 7