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
751
$28K ﹤0.01%
1,449
-2,202
752
$28K ﹤0.01%
932
753
$28K ﹤0.01%
634
754
$28K ﹤0.01%
235
+1
755
$28K ﹤0.01%
1,240
+264
756
$28K ﹤0.01%
1,055
757
$28K ﹤0.01%
370
758
$28K ﹤0.01%
560
759
$28K ﹤0.01%
1,342
760
$28K ﹤0.01%
781
-256
761
$27K ﹤0.01%
926
-771
762
$27K ﹤0.01%
769
763
$27K ﹤0.01%
498
+4
764
$27K ﹤0.01%
561
765
$27K ﹤0.01%
+922
766
$27K ﹤0.01%
+427
767
$27K ﹤0.01%
209
768
$27K ﹤0.01%
216
-57
769
$27K ﹤0.01%
310
770
$27K ﹤0.01%
213
-20
771
$27K ﹤0.01%
572
+204
772
$27K ﹤0.01%
423
773
$27K ﹤0.01%
741
774
$27K ﹤0.01%
901
-105
775
$26K ﹤0.01%
607
29 30
31
32 33