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
$1.33B
AUM Growth
+$65.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,656
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.39M
3
+$1.3M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.23M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$974K

Top Sells

1
+$3.22M
2
+$1.57M
3
+$1.42M
4
FDX icon
FedEx
FDX
+$1M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$948K

Sector Composition

1 Technology 12.67%
2 Healthcare 8.74%
3 Financials 7.15%
4 Consumer Staples 5.68%
5 Industrials 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$397K 0.03%
1,353
+62
227
$397K 0.03%
9,536
+2,113
228
$396K 0.03%
10,262
-2,864
229
$392K 0.03%
24,806
230
$388K 0.03%
1,016
+3
231
$386K 0.03%
1,596
+51
232
$384K 0.03%
3,871
-135
233
$380K 0.03%
6,619
-295
234
$380K 0.03%
1,600
+1
235
$377K 0.03%
20,379
+5,089
236
$375K 0.03%
1,152
237
$372K 0.03%
5,872
238
$368K 0.03%
2,953
+163
239
$366K 0.03%
5,750
-100
240
$364K 0.03%
3,137
-6,830
241
$356K 0.03%
14,778
-125
242
$353K 0.03%
14,500
243
$353K 0.03%
631
-1
244
$352K 0.03%
9,178
-376
245
$351K 0.03%
15,157
+506
246
$350K 0.03%
2,450
247
$348K 0.03%
11,779
+9
248
$348K 0.03%
20,305
-397
249
$346K 0.03%
2,835
250
$335K 0.03%
8,725
+4,725
8 9
10
11 12