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
$1.3B
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,772
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$1.56M
3
+$1.27M
4
WBA
Walgreens Boots Alliance
WBA
+$1.02M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.01M

Top Sells

1
+$4.53M
2
+$1.59M
3
+$1.37M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$1.32M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.2M

Sector Composition

1 Technology 10.48%
2 Financials 8.26%
3 Healthcare 7.92%
4 Industrials 5.33%
5 Consumer Staples 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$318K 0.02%
1
277
$316K 0.02%
6,011
-1,333
278
$312K 0.02%
3,729
-184
279
$308K 0.02%
17,924
+365
280
$305K 0.02%
2,614
-33
281
$303K 0.02%
19,661
-9
282
$303K 0.02%
+9,814
283
$302K 0.02%
13,900
284
$300K 0.02%
1,139
-353
285
$299K 0.02%
6,080
-525
286
$295K 0.02%
8,910
+2,076
287
$295K 0.02%
3,399
-3,875
288
$292K 0.02%
266
+7
289
$292K 0.02%
4,608
-404
290
$287K 0.02%
2,754
291
$284K 0.02%
4,677
-647
292
$283K 0.02%
8,250
293
$283K 0.02%
3,381
+80
294
$280K 0.02%
2,570
-676
295
$276K 0.02%
2,360
-9
296
$276K 0.02%
8,919
-686
297
$275K 0.02%
1,418
+1,260
298
$274K 0.02%
5,251
+1,356
299
$273K 0.02%
2,097
+2,063
300
$270K 0.02%
4,863
+2,523
10 11
12
13 14