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
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 11.79%
3 Financials 11.22%
4 Consumer Staples 7.93%
5 Industrials 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.13M 0.73%
106,727
-863
52
$3.96M 0.7%
58,087
-716
53
$3.94M 0.7%
35,024
-1,442
54
$3.94M 0.7%
12,874
-482
55
$3.92M 0.7%
70,755
-989
56
$3.92M 0.7%
62,728
-1,771
57
$3.82M 0.68%
40,539
-874
58
$3.65M 0.65%
119,141
-2,773
59
$3.62M 0.64%
46,314
-175
60
$3.6M 0.64%
39,995
-1,201
61
$3.54M 0.63%
64,056
+340
62
$3.53M 0.63%
48,029
+2,573
63
$3.43M 0.61%
32,134
+335
64
$3.32M 0.59%
280,162
-55,275
65
$3.32M 0.59%
48,321
-3,464
66
$3.23M 0.57%
51,924
+1,222
67
$3.19M 0.57%
26,439
-270
68
$3.17M 0.56%
73,019
-134,548
69
$3.1M 0.55%
40,669
+1,170
70
$3.07M 0.55%
12,090
-45
71
$3.06M 0.54%
45,383
-8,527
72
$3.02M 0.54%
22,921
-1,812
73
$3M 0.53%
66,787
-15
74
$2.79M 0.49%
55,262
+1,343
75
$2.76M 0.49%
24,115
+1,301
1 2
3
4 5