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
$919M
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,610
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$3.14M
3
+$3.12M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.89M
5
AMGN icon
Amgen
AMGN
+$2.68M

Top Sells

1
+$3.53M
2
+$3.43M
3
+$3.07M
4
CAT icon
Caterpillar
CAT
+$2.55M
5
DE icon
Deere & Co
DE
+$2.38M

Sector Composition

1 Technology 8.37%
2 Financials 8.13%
3 Healthcare 7.66%
4 Consumer Staples 5.97%
5 Industrials 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$35K ﹤0.01%
1,515
+3
577
$35K ﹤0.01%
2,664
578
$35K ﹤0.01%
682
+190
579
$35K ﹤0.01%
691
+146
580
$35K ﹤0.01%
733
+114
581
$34K ﹤0.01%
686
-40
582
$34K ﹤0.01%
2,420
-1,589
583
$34K ﹤0.01%
414
+4
584
$34K ﹤0.01%
+1,261
585
$34K ﹤0.01%
608
-22
586
$34K ﹤0.01%
1,472
-847
587
$34K ﹤0.01%
1,115
588
$34K ﹤0.01%
1,015
+74
589
$33K ﹤0.01%
397
590
$33K ﹤0.01%
7,500
591
$33K ﹤0.01%
642
592
$33K ﹤0.01%
855
+46
593
$33K ﹤0.01%
159
+86
594
$33K ﹤0.01%
4,000
-1,520
595
$33K ﹤0.01%
434
-41
596
$33K ﹤0.01%
1,094
597
$32K ﹤0.01%
186
-210
598
$32K ﹤0.01%
441
+25
599
$32K ﹤0.01%
259
-9
600
$32K ﹤0.01%
603
22 23
24
25 26