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
551
$31K 0.01%
1,274
+842
552
$31K 0.01%
375
553
$31K 0.01%
398
-148
554
$31K 0.01%
525
-40
555
$31K 0.01%
1,453
+800
556
$31K 0.01%
390
-24
557
$31K 0.01%
352
558
$31K 0.01%
+1,500
559
$31K 0.01%
2,779
+900
560
$30K ﹤0.01%
614
-94
561
$30K ﹤0.01%
801
+452
562
$30K ﹤0.01%
383
563
$30K ﹤0.01%
274
564
$30K ﹤0.01%
784
+6
565
$30K ﹤0.01%
1,013
566
$29K ﹤0.01%
1,600
+400
567
$29K ﹤0.01%
1,139
568
$29K ﹤0.01%
+3,240
569
$29K ﹤0.01%
732
570
$29K ﹤0.01%
905
-54
571
$29K ﹤0.01%
+550
572
$28K ﹤0.01%
233
+205
573
$28K ﹤0.01%
410
574
$28K ﹤0.01%
479
-48
575
$28K ﹤0.01%
1,322
+981
21 22
23
24 25