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
726
$16K ﹤0.01%
375
-35
727
$16K ﹤0.01%
+642
728
$15K ﹤0.01%
353
-86
729
$15K ﹤0.01%
286
730
$15K ﹤0.01%
217
-12
731
$15K ﹤0.01%
313
732
$15K ﹤0.01%
1,090
-75
733
$15K ﹤0.01%
276
734
$15K ﹤0.01%
873
+64
735
$15K ﹤0.01%
190
736
$15K ﹤0.01%
+500
737
$15K ﹤0.01%
295
-35
738
$15K ﹤0.01%
430
+100
739
$15K ﹤0.01%
696
740
$15K ﹤0.01%
470
+113
741
$15K ﹤0.01%
+283
742
$15K ﹤0.01%
694
+6
743
$15K ﹤0.01%
417
+380
744
$15K ﹤0.01%
175
-90
745
$14K ﹤0.01%
278
+244
746
$14K ﹤0.01%
13
-2
747
$14K ﹤0.01%
+500
748
$14K ﹤0.01%
235
749
$14K ﹤0.01%
53
750
$14K ﹤0.01%
377
28 29
30
31 32