FHA

First Horizon Advisors Portfolio holdings

AUM $3.85B
1-Year Est. Return 17%
This Quarter Est. Return
1 Year Est. Return
+17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$622M
AUM Growth
+$426M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,307
New
Increased
Reduced
Closed

Top Buys

1
+$48.7M
2
+$45.7M
3
+$16.9M
4
UST icon
ProShares Ultra 7-10 Year Treasury
UST
+$15.3M
5
KO icon
Coca-Cola
KO
+$11.7M

Top Sells

1
+$37.2M
2
+$25.7M
3
+$20.8M
4
VB icon
Vanguard Small-Cap ETF
VB
+$4.63M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.11M

Sector Composition

1 Healthcare 8.78%
2 Consumer Staples 8.31%
3 Financials 8.07%
4 Energy 7.49%
5 Technology 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$347K 0.06%
10,109
+6,449
227
$344K 0.06%
13,148
+12,630
228
$342K 0.06%
3,060
+2,753
229
$338K 0.05%
+7,275
230
$334K 0.05%
8,756
+8,309
231
$333K 0.05%
2,777
+2,540
232
$330K 0.05%
4,325
+4,235
233
$328K 0.05%
4,452
+2,989
234
$326K 0.05%
13,819
+13,538
235
$323K 0.05%
7,714
+3,704
236
$320K 0.05%
+10,000
237
$320K 0.05%
19,650
+4,030
238
$316K 0.05%
5,403
+3,393
239
$313K 0.05%
+10,147
240
$313K 0.05%
6,052
+6,016
241
$312K 0.05%
13,258
-164
242
$309K 0.05%
5,142
+5,100
243
$292K 0.05%
+7,214
244
$287K 0.05%
+5,670
245
$286K 0.05%
5,988
+4,872
246
$284K 0.05%
+2,369
247
$283K 0.05%
+6,848
248
$282K 0.05%
9,362
+4,950
249
$281K 0.05%
3,133
+2,843
250
$279K 0.04%
7,350
+6,550
8 9
10
11 12