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
526
$54K ﹤0.01%
368
-51
527
$54K ﹤0.01%
2,765
+512
528
$53K ﹤0.01%
1,042
+90
529
$53K ﹤0.01%
225
-66
530
$52K ﹤0.01%
5,500
531
$52K ﹤0.01%
1,749
-1,737
532
$52K ﹤0.01%
1,010
-160
533
$51K ﹤0.01%
626
534
$51K ﹤0.01%
413
-65
535
$51K ﹤0.01%
998
-937
536
$51K ﹤0.01%
1,317
+358
537
$50K ﹤0.01%
454
+25
538
$50K ﹤0.01%
915
-357
539
$50K ﹤0.01%
224
540
$50K ﹤0.01%
4,116
541
$50K ﹤0.01%
110
542
$50K ﹤0.01%
2,332
543
$49K ﹤0.01%
2,000
544
$49K ﹤0.01%
293
-44
545
$49K ﹤0.01%
+446
546
$49K ﹤0.01%
513
+348
547
$48K ﹤0.01%
928
-42
548
$48K ﹤0.01%
3,695
-460
549
$48K ﹤0.01%
1,004
550
$48K ﹤0.01%
789
20 21
22
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