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
501
$70K 0.01%
770
502
$69K 0.01%
+1,750
503
$68K 0.01%
707
+72
504
$68K 0.01%
+795
505
$68K 0.01%
1,851
506
$68K 0.01%
1,366
+157
507
$68K 0.01%
1,113
+720
508
$67K 0.01%
+796
509
$67K 0.01%
3,300
-600
510
$67K 0.01%
2,070
511
$67K 0.01%
+353
512
$67K 0.01%
903
513
$66K 0.01%
325
514
$66K 0.01%
1,987
515
$66K 0.01%
1,184
516
$66K 0.01%
2,007
517
$66K 0.01%
4,225
+225
518
$65K 0.01%
+2,670
519
$65K 0.01%
2,079
+1,787
520
$65K 0.01%
1,111
+922
521
$64K ﹤0.01%
830
522
$64K ﹤0.01%
764
523
$63K ﹤0.01%
2,051
-247
524
$63K ﹤0.01%
1,007
-1,766
525
$62K ﹤0.01%
261
-161
19 20
21
22 23