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
$1.3B
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,772
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$1.56M
3
+$1.27M
4
WBA
Walgreens Boots Alliance
WBA
+$1.02M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.01M

Top Sells

1
+$4.53M
2
+$1.59M
3
+$1.37M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$1.32M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.2M

Sector Composition

1 Technology 10.48%
2 Financials 8.26%
3 Healthcare 7.92%
4 Industrials 5.33%
5 Consumer Staples 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$30K ﹤0.01%
349
727
$30K ﹤0.01%
297
728
$30K ﹤0.01%
232
-75
729
$30K ﹤0.01%
1,260
730
$30K ﹤0.01%
374
731
$29K ﹤0.01%
691
732
$29K ﹤0.01%
880
733
$29K ﹤0.01%
199
+22
734
$29K ﹤0.01%
1,310
+160
735
$29K ﹤0.01%
780
736
$29K ﹤0.01%
427
737
$29K ﹤0.01%
494
738
$29K ﹤0.01%
368
-152
739
$29K ﹤0.01%
894
+11
740
$29K ﹤0.01%
+1,792
741
$29K ﹤0.01%
1,525
742
$29K ﹤0.01%
207
743
$29K ﹤0.01%
875
-84
744
$29K ﹤0.01%
521
-4
745
$29K ﹤0.01%
128
746
$28K ﹤0.01%
657
-8
747
$28K ﹤0.01%
872
748
$28K ﹤0.01%
1,145
749
$28K ﹤0.01%
334
-2
750
$28K ﹤0.01%
238
28 29
30
31 32