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
426
$105K 0.01%
919
+411
427
$104K 0.01%
1,784
+1
428
$104K 0.01%
265
429
$104K 0.01%
438
-20
430
$102K 0.01%
10,000
431
$101K 0.01%
3,000
432
$101K 0.01%
6,275
-260
433
$100K 0.01%
1,438
434
$98K 0.01%
6,000
435
$97K 0.01%
2,424
-3,226
436
$97K 0.01%
2,651
437
$96K 0.01%
922
+542
438
$96K 0.01%
873
439
$95K 0.01%
+7,225
440
$95K 0.01%
3,625
-256
441
$94K 0.01%
1,975
+671
442
$94K 0.01%
+9,400
443
$94K 0.01%
583
-52
444
$93K 0.01%
+1,680
445
$93K 0.01%
542
-678
446
$92K 0.01%
+305
447
$92K 0.01%
+9,200
448
$91K 0.01%
1,683
-126
449
$91K 0.01%
2,334
450
$91K 0.01%
+9,050
16 17
18
19 20