FHA
First Horizon Advisors Portfolio holdings
AUM
$3.85B
1-Year Return
17%
This Quarter Return
+3.37%
1 Year Return
+17%
3 Year Return
+55.25%
5 Year Return
+94.85%
10 Year Return
+179.66%
AUM
$1.3B
AUM Growth
+$45.8M
(+3.7%)
Cap. Flow
+$10M
Cap. Flow
% of AUM
0.77%
Top 10 Holdings %
Top 10 Hldgs %
23.25%
Holding
1,772
New
133
Increased
368
Reduced
491
Closed
133
Top Buys
| 1 |
Northrop Grumman
NOC
|
+$4.18M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
+$1.56M |
| 3 |
Honeywell
HON
|
+$1.27M |
| 4 |
WBA
Walgreens Boots Alliance
WBA
|
+$1.02M |
| 5 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$1.01M |
Top Sells
| 1 |
Boeing
BA
|
+$4.53M |
| 2 |
iShares US Real Estate ETF
IYR
|
+$1.59M |
| 3 |
Truist Financial
TFC
|
+$1.37M |
| 4 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
+$1.32M |
| 5 |
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% |
