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
$1.33B
AUM Growth
+$65.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,656
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.39M
3
+$1.3M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.23M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$974K

Top Sells

1
+$3.22M
2
+$1.57M
3
+$1.42M
4
FDX icon
FedEx
FDX
+$1M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$948K

Sector Composition

1 Technology 12.67%
2 Healthcare 8.74%
3 Financials 7.15%
4 Consumer Staples 5.68%
5 Industrials 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.05M 0.6%
224,280
+26,484
52
$8.02M 0.6%
96,828
+10,546
53
$7.69M 0.58%
61,982
-563
54
$7.68M 0.58%
75,339
+1,477
55
$7.6M 0.57%
73,118
+2,630
56
$7.49M 0.56%
67,268
-3,495
57
$7.36M 0.55%
28,961
-1,198
58
$7.34M 0.55%
91,948
-643
59
$7.26M 0.54%
104,576
-2,467
60
$7.23M 0.54%
89,444
-5,546
61
$7.04M 0.53%
135,166
-12,855
62
$7.01M 0.53%
60,043
+1,825
63
$6.7M 0.5%
110,939
+3,650
64
$6.65M 0.5%
153,571
+29,922
65
$6.54M 0.49%
120,564
+10,257
66
$6.46M 0.48%
74,299
+2,963
67
$6.37M 0.48%
40,460
-660
68
$5.93M 0.44%
53,925
+5,499
69
$5.77M 0.43%
38,770
+1,528
70
$5.71M 0.43%
69,882
+3,271
71
$5.52M 0.41%
86,956
+11,579
72
$5.46M 0.41%
150,218
+19,673
73
$5.46M 0.41%
133,440
-2,920
74
$5.42M 0.41%
55,950
-341
75
$5.41M 0.41%
32,863
-644
1 2
3
4 5