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
$3.29B
AUM Growth
+$54.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,431
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$5.43M
3
+$4.67M
4
NANR icon
SPDR S&P North American Natural Resources ETF
NANR
+$4.46M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3.48M

Top Sells

1
+$5.59M
2
+$3.92M
3
+$2.87M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.67M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.56M

Sector Composition

1 Technology 15.04%
2 Financials 8.13%
3 Healthcare 7.76%
4 Industrials 5.5%
5 Consumer Discretionary 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$20M 0.61%
74,645
+4,286
52
$19.7M 0.6%
310,883
-983
53
$19.4M 0.59%
215,872
-2,930
54
$19.2M 0.58%
549,134
-2,687
55
$18.8M 0.57%
62,027
-1,361
56
$18.7M 0.57%
37,140
+1,139
57
$18.5M 0.56%
66,882
+574
58
$18.4M 0.56%
58,897
+416
59
$18.3M 0.56%
376,573
+7,946
60
$18.3M 0.56%
156,044
+396
61
$18.1M 0.55%
195,463
+61,105
62
$18.1M 0.55%
945,412
+9,562
63
$17.5M 0.53%
254,375
+7,260
64
$17.2M 0.52%
76,232
+1,593
65
$17.2M 0.52%
325,003
+19,719
66
$16.8M 0.51%
334,473
+56,029
67
$16.7M 0.51%
69,138
-744
68
$16.7M 0.51%
595,479
+9,742
69
$16.3M 0.5%
27,475
+114
70
$15.4M 0.47%
95,935
+29,092
71
$15.2M 0.46%
172,683
+1,815
72
$15M 0.46%
99,619
+2,606
73
$14.9M 0.45%
95,303
-2,153
74
$14.8M 0.45%
124,556
-5,074
75
$14.4M 0.44%
30,012
+4,868
1 2
3
4 5