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
601
$25K ﹤0.01%
2,098
+1,500
602
$25K ﹤0.01%
+1,666
603
$25K ﹤0.01%
654
+9
604
$25K ﹤0.01%
2,748
605
$25K ﹤0.01%
390
-15
606
$25K ﹤0.01%
393
607
$24K ﹤0.01%
778
608
$24K ﹤0.01%
630
-83
609
$24K ﹤0.01%
504
+115
610
$24K ﹤0.01%
442
+8
611
$24K ﹤0.01%
1,415
612
$24K ﹤0.01%
165
+34
613
$24K ﹤0.01%
+875
614
$24K ﹤0.01%
210
-10
615
$24K ﹤0.01%
996
+782
616
$24K ﹤0.01%
281
+4
617
$23K ﹤0.01%
444
618
$23K ﹤0.01%
125
-31
619
$23K ﹤0.01%
1,380
-100
620
$23K ﹤0.01%
598
+420
621
$23K ﹤0.01%
464
+79
622
$23K ﹤0.01%
497
+377
623
$23K ﹤0.01%
1,770
+346
624
$23K ﹤0.01%
377
625
$23K ﹤0.01%
515
+200
23 24
25
26 27