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
526
$62K ﹤0.01%
2,854
+58
527
$62K ﹤0.01%
534
-98
528
$62K ﹤0.01%
103
+1
529
$62K ﹤0.01%
1,495
+1,027
530
$62K ﹤0.01%
1,500
-692
531
$61K ﹤0.01%
1,097
+992
532
$60K ﹤0.01%
118
-14
533
$60K ﹤0.01%
+378
534
$60K ﹤0.01%
3,034
535
$60K ﹤0.01%
1,276
536
$60K ﹤0.01%
3,198
+594
537
$59K ﹤0.01%
351
+130
538
$59K ﹤0.01%
1,740
+690
539
$59K ﹤0.01%
1,110
+627
540
$59K ﹤0.01%
865
+13
541
$59K ﹤0.01%
493
+349
542
$58K ﹤0.01%
3,060
-753
543
$58K ﹤0.01%
421
-335
544
$57K ﹤0.01%
1,261
-27
545
$57K ﹤0.01%
595
-39
546
$57K ﹤0.01%
477
-29
547
$57K ﹤0.01%
377
548
$56K ﹤0.01%
1,536
+91
549
$56K ﹤0.01%
449
-100
550
$55K ﹤0.01%
462
20 21
22
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