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
501
$37K 0.01%
283
502
$37K 0.01%
1,637
503
$37K 0.01%
19
504
$37K 0.01%
974
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505
$37K 0.01%
+1,000
506
$37K 0.01%
+188
507
$37K 0.01%
112
508
$36K 0.01%
1,435
+493
509
$36K 0.01%
1,900
-201
510
$36K 0.01%
3,045
+23
511
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896
512
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+2,154
513
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514
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64
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515
$36K 0.01%
1,367
-1,669
516
$36K 0.01%
+1,500
517
$35K 0.01%
+1,514
518
$35K 0.01%
703
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519
$35K 0.01%
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520
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846
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521
$35K 0.01%
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522
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951
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523
$34K 0.01%
532
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524
$34K 0.01%
2,307
525
$34K 0.01%
+800
19 20
21
22 23