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
26
$11.9M 0.89%
79,416
-977
27
$11.9M 0.89%
482,410
+19,638
28
$11.8M 0.88%
547,139
+5,672
29
$11.7M 0.88%
122,058
+4,117
30
$11.5M 0.86%
131,575
+3,926
31
$11.4M 0.86%
74,064
+231
32
$11M 0.82%
184,023
+14,563
33
$10.6M 0.8%
168,554
+4,307
34
$10.4M 0.78%
285,833
-11,929
35
$10.4M 0.78%
189,985
+4,447
36
$10M 0.75%
136,840
-6,460
37
$9.74M 0.73%
49,472
+1,731
38
$9.64M 0.72%
165,710
+600
39
$9.54M 0.71%
68,849
-2,963
40
$9.27M 0.69%
131,990
-2,983
41
$9.24M 0.69%
85,398
+2,364
42
$9.2M 0.69%
130,483
+5,522
43
$9.09M 0.68%
244,658
+12,752
44
$9.06M 0.68%
86,067
-1,818
45
$8.61M 0.64%
247,161
+7,709
46
$8.5M 0.64%
68,144
-325
47
$8.35M 0.63%
81,020
+209
48
$8.14M 0.61%
38,564
+111
49
$8.09M 0.61%
68,450
+1,100
50
$8.06M 0.6%
174,182
+72
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