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
676
$19K ﹤0.01%
550
+483
677
$19K ﹤0.01%
362
678
$19K ﹤0.01%
287
-25
679
$19K ﹤0.01%
+500
680
$18K ﹤0.01%
465
-25
681
$18K ﹤0.01%
+1,000
682
$18K ﹤0.01%
+778
683
$18K ﹤0.01%
+1,101
684
$18K ﹤0.01%
421
+337
685
$18K ﹤0.01%
1,179
+793
686
$18K ﹤0.01%
520
+25
687
$18K ﹤0.01%
+411
688
$18K ﹤0.01%
669
689
$18K ﹤0.01%
680
-50
690
$18K ﹤0.01%
370
-100
691
$18K ﹤0.01%
338
692
$18K ﹤0.01%
+700
693
$18K ﹤0.01%
442
694
$18K ﹤0.01%
445
-40
695
$18K ﹤0.01%
706
+146
696
$18K ﹤0.01%
239
+146
697
$18K ﹤0.01%
+4,500
698
$17K ﹤0.01%
490
-15
699
$17K ﹤0.01%
120
-8
700
$17K ﹤0.01%
585
+125
26 27
28
29 30