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
$919M
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,610
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$3.14M
3
+$3.12M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.89M
5
AMGN icon
Amgen
AMGN
+$2.68M

Top Sells

1
+$3.53M
2
+$3.43M
3
+$3.07M
4
CAT icon
Caterpillar
CAT
+$2.55M
5
DE icon
Deere & Co
DE
+$2.38M

Sector Composition

1 Technology 8.37%
2 Financials 8.13%
3 Healthcare 7.66%
4 Consumer Staples 5.97%
5 Industrials 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.73M 0.62%
246,973
+14,555
52
$5.67M 0.62%
34,823
+3,402
53
$5.65M 0.62%
63,144
-3,427
54
$5.54M 0.6%
133,939
-24,617
55
$5.52M 0.6%
123,177
-21,210
56
$5.49M 0.6%
225,457
-19,271
57
$5.45M 0.59%
76,287
+5,080
58
$5.39M 0.59%
85,540
+2,433
59
$5.37M 0.58%
126,557
+9,395
60
$5.27M 0.57%
74,959
+7,992
61
$5.23M 0.57%
57,009
+2,326
62
$5.23M 0.57%
47,038
-1,259
63
$5.13M 0.56%
65,908
+10,306
64
$5.04M 0.55%
20,749
-374
65
$4.84M 0.53%
102,309
-6,569
66
$4.64M 0.51%
16,927
+885
67
$4.53M 0.49%
28,295
+15,125
68
$4.48M 0.49%
31,856
+413
69
$4.4M 0.48%
54,542
-4,488
70
$4.4M 0.48%
25,842
+13,276
71
$4.4M 0.48%
52,897
+525
72
$4.26M 0.46%
108,201
-37,199
73
$4.15M 0.45%
46,738
-509
74
$4.08M 0.44%
33,453
+33,254
75
$4.04M 0.44%
36,313
+5,665
1 2
3
4 5