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
State Street 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 11.78%
3 Financials 11.22%
4 Consumer Staples 7.93%
5 Industrials 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$19K ﹤0.01%
1,355
+279
727
$19K ﹤0.01%
720
728
$19K ﹤0.01%
400
729
$19K ﹤0.01%
620
-30
730
$19K ﹤0.01%
715
-100
731
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716
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732
$19K ﹤0.01%
255
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733
$19K ﹤0.01%
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734
$19K ﹤0.01%
302
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735
$19K ﹤0.01%
51
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736
$19K ﹤0.01%
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$19K ﹤0.01%
549
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738
$19K ﹤0.01%
512
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739
$19K ﹤0.01%
564
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743
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$19K ﹤0.01%
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745
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495
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746
$19K ﹤0.01%
347
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747
$18K ﹤0.01%
292
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$18K ﹤0.01%
371
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749
$18K ﹤0.01%
907
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750
$18K ﹤0.01%
546
-330
28 29
30
31 32