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
626
$30K ﹤0.01%
1,184
-59,352
627
$30K ﹤0.01%
237
628
$30K ﹤0.01%
1,891
-508
629
$29K ﹤0.01%
267
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630
$29K ﹤0.01%
2,880
-1,328
631
$29K ﹤0.01%
+769
632
$29K ﹤0.01%
886
-3,907
633
$29K ﹤0.01%
292
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634
$29K ﹤0.01%
890
635
$29K ﹤0.01%
1,136
-360
636
$29K ﹤0.01%
1,164
+195
637
$29K ﹤0.01%
195
638
$29K ﹤0.01%
152
639
$29K ﹤0.01%
527
+404
640
$29K ﹤0.01%
427
641
$29K ﹤0.01%
+772
642
$29K ﹤0.01%
1,300
643
$29K ﹤0.01%
1,127
-981
644
$29K ﹤0.01%
149
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645
$28K ﹤0.01%
200
-1,000
646
$28K ﹤0.01%
325
647
$28K ﹤0.01%
191
-1,470
648
$28K ﹤0.01%
882
-187
649
$28K ﹤0.01%
399
650
$28K ﹤0.01%
215
+11
24 25
26
27 28