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
801
$25K ﹤0.01%
627
802
$25K ﹤0.01%
662
-29
803
$25K ﹤0.01%
900
804
$25K ﹤0.01%
828
805
$25K ﹤0.01%
835
806
$25K ﹤0.01%
572
-19
807
$25K ﹤0.01%
1,215
808
$25K ﹤0.01%
963
809
$25K ﹤0.01%
793
-68
810
$24K ﹤0.01%
537
811
$24K ﹤0.01%
630
812
$24K ﹤0.01%
598
813
$24K ﹤0.01%
173
814
$24K ﹤0.01%
1,264
815
$24K ﹤0.01%
302
-42
816
$24K ﹤0.01%
341
-64
817
$24K ﹤0.01%
560
818
$24K ﹤0.01%
439
+182
819
$24K ﹤0.01%
1,500
820
$24K ﹤0.01%
346
821
$23K ﹤0.01%
892
822
$23K ﹤0.01%
+175
823
$23K ﹤0.01%
87
824
$23K ﹤0.01%
434
-8
825
$23K ﹤0.01%
331
+77
31 32
33
34 35