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
$1.3B
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,772
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$1.56M
3
+$1.27M
4
WBA
Walgreens Boots Alliance
WBA
+$1.02M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.01M

Top Sells

1
+$4.53M
2
+$1.59M
3
+$1.37M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$1.32M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.2M

Sector Composition

1 Technology 10.48%
2 Financials 8.26%
3 Healthcare 7.92%
4 Industrials 5.33%
5 Consumer Staples 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$35K ﹤0.01%
615
+1
677
$35K ﹤0.01%
270
678
$35K ﹤0.01%
199
679
$35K ﹤0.01%
389
+227
680
$35K ﹤0.01%
192
+3
681
$35K ﹤0.01%
1,285
682
$34K ﹤0.01%
546
-11
683
$34K ﹤0.01%
118
-7
684
$34K ﹤0.01%
600
-858
685
$34K ﹤0.01%
542
+2
686
$34K ﹤0.01%
373
+123
687
$34K ﹤0.01%
976
688
$34K ﹤0.01%
1,228
689
$34K ﹤0.01%
+918
690
$34K ﹤0.01%
432
691
$33K ﹤0.01%
124
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$33K ﹤0.01%
247
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693
$33K ﹤0.01%
210
694
$33K ﹤0.01%
513
-33
695
$33K ﹤0.01%
1,263
-18
696
$33K ﹤0.01%
570
697
$33K ﹤0.01%
157
698
$33K ﹤0.01%
33
699
$33K ﹤0.01%
273
+47
700
$33K ﹤0.01%
118
-7
26 27
28
29 30