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
51
$2.93M 0.47%
60,250
+47,312
52
$2.87M 0.46%
36,116
+28,768
53
$2.83M 0.45%
36,386
+33,664
54
$2.8M 0.45%
110,976
+106,752
55
$2.77M 0.45%
53,593
+52,112
56
$2.7M 0.43%
+11,945
57
$2.69M 0.43%
88,479
+85,220
58
$2.69M 0.43%
81,152
+78,149
59
$2.63M 0.42%
20,517
+19,764
60
$2.63M 0.42%
81,224
+81,028
61
$2.63M 0.42%
63,502
+44,935
62
$2.61M 0.42%
63,000
+61,357
63
$2.58M 0.42%
187,146
+173,209
64
$2.55M 0.41%
38,509
+37,061
65
$2.51M 0.4%
32,169
+31,106
66
$2.51M 0.4%
+140,656
67
$2.5M 0.4%
43,571
+40,999
68
$2.49M 0.4%
41,247
+37,721
69
$2.4M 0.39%
6,179,240
+5,920,040
70
$2.4M 0.39%
+27,814
71
$2.39M 0.38%
28,105
+27,138
72
$2.38M 0.38%
+27,162
73
$2.36M 0.38%
71,732
+69,727
74
$2.35M 0.38%
70,932
+53,873
75
$2.27M 0.36%
+26,581
1 2
3
4 5