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
$1.43M
AUM Growth
-$962M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$17.7K
2
+$15.1K
3
+$14.9K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$10.9K
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$10K

Top Sells

1
+$5.86M
2
+$4.45M
3
+$3.03M
4
IYJ icon
iShares US Industrials ETF
IYJ
+$1.68M
5
PII icon
Polaris
PII
+$387K

Sector Composition

1 Technology 3.41%
2 Consumer Discretionary 1.71%
3 Financials 1.13%
4 Communication Services 0.98%
5 Consumer Staples 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.63K 0.11%
10,041
+5,584
127
$1.62K 0.11%
12,329
+8,561
128
$1.6K 0.11%
+2,029
129
$1.59K 0.11%
9,312
+2,846
130
$1.57K 0.11%
28,352
+4,613
131
$1.57K 0.11%
66,090
-85,827
132
$1.54K 0.11%
40,976
-365
133
$1.54K 0.11%
54,982
-2,057
134
$1.51K 0.11%
17,461
-366
135
$1.49K 0.1%
24,983
+1,457
136
$1.45K 0.1%
9,000
+2,770
137
$1.39K 0.1%
30,373
-1,469
138
$1.35K 0.09%
28,876
+6,086
139
$1.34K 0.09%
6,769
+368
140
$1.34K 0.09%
26,668
+4,896
141
$1.33K 0.09%
50,912
-3,289
142
$1.31K 0.09%
12,305
+3,089
143
$1.3K 0.09%
29,821
-24,184
144
$1.28K 0.09%
36,082
+15,086
145
$1.26K 0.09%
+57,913
146
$1.23K 0.09%
34,580
-1,052
147
$1.2K 0.08%
25,088
+4,548
148
$1.2K 0.08%
+23,888
149
$1.19K 0.08%
33,034
+1,803
150
$1.18K 0.08%
23,697
+3,994
4 5
6
7 8