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
601
$40K ﹤0.01%
191
-89
602
$40K ﹤0.01%
504
603
$40K ﹤0.01%
112
+19
604
$40K ﹤0.01%
1,472
+138
605
$40K ﹤0.01%
229
-5
606
$40K ﹤0.01%
139
+52
607
$40K ﹤0.01%
423
+248
608
$40K ﹤0.01%
787
609
$39K ﹤0.01%
400
610
$39K ﹤0.01%
+1,000
611
$39K ﹤0.01%
168
+69
612
$39K ﹤0.01%
375
+289
613
$39K ﹤0.01%
2,000
614
$39K ﹤0.01%
638
-591
615
$39K ﹤0.01%
285
+63
616
$38K ﹤0.01%
488
617
$38K ﹤0.01%
892
618
$38K ﹤0.01%
1,776
+221
619
$38K ﹤0.01%
4,235
+297
620
$38K ﹤0.01%
3,478
+2,015
621
$38K ﹤0.01%
1,424
-576
622
$38K ﹤0.01%
1,180
+50
623
$38K ﹤0.01%
340
+96
624
$38K ﹤0.01%
207
625
$38K ﹤0.01%
624
+140
23 24
25
26 27