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
651
$21K ﹤0.01%
1,042
-105
652
$21K ﹤0.01%
+637
653
$21K ﹤0.01%
325
-15
654
$21K ﹤0.01%
746
+162
655
$21K ﹤0.01%
+1,500
656
$21K ﹤0.01%
1,089
+510
657
$21K ﹤0.01%
285
-25
658
$21K ﹤0.01%
886
659
$21K ﹤0.01%
169
660
$20K ﹤0.01%
+1,632
661
$20K ﹤0.01%
1,308
+292
662
$20K ﹤0.01%
+657
663
$20K ﹤0.01%
512
-134
664
$20K ﹤0.01%
+453
665
$20K ﹤0.01%
+2,800
666
$20K ﹤0.01%
+250
667
$20K ﹤0.01%
626
+389
668
$19K ﹤0.01%
79
+26
669
$19K ﹤0.01%
+400
670
$19K ﹤0.01%
556
+175
671
$19K ﹤0.01%
+400
672
$19K ﹤0.01%
885
673
$19K ﹤0.01%
434
+52
674
$19K ﹤0.01%
3,648
-3,984,352
675
$19K ﹤0.01%
+1,324
25 26
27
28 29