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
451
$50K 0.01%
575
-20
452
$50K 0.01%
+3,000
453
$49K 0.01%
1,200
-1,232
454
$49K 0.01%
+600
455
$49K 0.01%
1,300
-7
456
$49K 0.01%
910
+723
457
$48K 0.01%
5,715
+2,850
458
$48K 0.01%
+700
459
$47K 0.01%
670
460
$47K 0.01%
+2,200
461
$46K 0.01%
1,603
462
$46K 0.01%
+595
463
$46K 0.01%
+2,428
464
$45K 0.01%
487
+268
465
$45K 0.01%
2,433
+15
466
$44K 0.01%
904
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467
$44K 0.01%
591
-20
468
$44K 0.01%
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469
$44K 0.01%
1,595
470
$43K 0.01%
942
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471
$43K 0.01%
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472
$43K 0.01%
8,385
+2,280
473
$42K 0.01%
778
+11
474
$42K 0.01%
+2,818
475
$41K 0.01%
528
+22
17 18
19
20 21