FHC
First Heartland Consultants Portfolio holdings
AUM
$1.32B
1-Year Est. Return
15.46%
This Fund
S&P 500
1 Year Est. Return
+15.46%
AUM
$332M
AUM Growth
-$78.8M
(-19%)
Holding
358
Top Buys
| 1 | +$4.92M | |
| 2 | +$2.79M | |
| 3 | +$2.1M | |
| 4 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
+$1.9M |
| 5 |
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
|
+$960K |
Top Sells
| 1 | +$6.56M | |
| 2 | +$3.62M | |
| 3 | +$3.27M | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$2.95M |
| 5 |
Apple
AAPL
|
+$2.7M |
Sector Composition
| 1 | Technology | 3.8% |
| 2 | Financials | 2.71% |
| 3 | Consumer Staples | 2.56% |
| 4 | Healthcare | 2.54% |
| 5 | Industrials | 2.5% |