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
826
$10K ﹤0.01%
506
-403
827
$10K ﹤0.01%
135
828
$10K ﹤0.01%
+461
829
$9K ﹤0.01%
93
+67
830
$9K ﹤0.01%
307
-25
831
$9K ﹤0.01%
163
+103
832
$9K ﹤0.01%
426
833
$9K ﹤0.01%
403
+131
834
$9K ﹤0.01%
375
+50
835
$9K ﹤0.01%
87
836
$9K ﹤0.01%
+188
837
$9K ﹤0.01%
703
838
$9K ﹤0.01%
+511
839
$9K ﹤0.01%
683
+91
840
$9K ﹤0.01%
+150
841
$9K ﹤0.01%
187
-91
842
$9K ﹤0.01%
255
-20
843
$9K ﹤0.01%
116
+13
844
$9K ﹤0.01%
302
845
$9K ﹤0.01%
+200
846
$9K ﹤0.01%
+1,049
847
$9K ﹤0.01%
+448
848
$9K ﹤0.01%
202
849
$9K ﹤0.01%
149
+74
850
$9K ﹤0.01%
59
32 33
34
35 36