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
$563M
AUM Growth
-$85.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,586
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$4.12M
3
+$4.09M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$1.24M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$525K

Top Sells

1
+$14.6M
2
+$6.47M
3
+$6.15M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.84M
5
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$5.58M

Sector Composition

1 Healthcare 14.03%
2 Technology 11.78%
3 Financials 11.22%
4 Consumer Staples 7.93%
5 Industrials 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$23K ﹤0.01%
486
-203
677
$22K ﹤0.01%
576
678
$22K ﹤0.01%
1,666
-1,929
679
$22K ﹤0.01%
335
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680
$22K ﹤0.01%
703
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681
$22K ﹤0.01%
533
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682
$22K ﹤0.01%
197
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683
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685
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687
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696
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689
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$21K ﹤0.01%
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697
$21K ﹤0.01%
1,195
698
$21K ﹤0.01%
208
699
$21K ﹤0.01%
620
+108
700
$21K ﹤0.01%
333
-16
26 27
28
29 30