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
801
$11K ﹤0.01%
+300
802
$11K ﹤0.01%
+182
803
$11K ﹤0.01%
+600
804
$11K ﹤0.01%
780
-60
805
$11K ﹤0.01%
+175
806
$11K ﹤0.01%
360
-25
807
$11K ﹤0.01%
229
808
$11K ﹤0.01%
460
-45
809
$11K ﹤0.01%
680
810
$11K ﹤0.01%
414
-733
811
$11K ﹤0.01%
642
+1
812
$10K ﹤0.01%
545
-45
813
$10K ﹤0.01%
390
-17
814
$10K ﹤0.01%
425
+2
815
$10K ﹤0.01%
+318
816
$10K ﹤0.01%
100
817
$10K ﹤0.01%
234
+213
818
$10K ﹤0.01%
311
819
$10K ﹤0.01%
+177
820
$10K ﹤0.01%
82
821
$10K ﹤0.01%
450
-20
822
$10K ﹤0.01%
707
+128
823
$10K ﹤0.01%
+1,739
824
$10K ﹤0.01%
498
+86
825
$10K ﹤0.01%
+731
31 32
33
34 35