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
826
$23K ﹤0.01%
744
827
$23K ﹤0.01%
1,152
-93
828
$23K ﹤0.01%
390
829
$23K ﹤0.01%
662
-117
830
$23K ﹤0.01%
+4,010
831
$23K ﹤0.01%
519
+95
832
$22K ﹤0.01%
400
-61
833
$22K ﹤0.01%
407
834
$22K ﹤0.01%
129
835
$22K ﹤0.01%
487
836
$22K ﹤0.01%
323
-25
837
$22K ﹤0.01%
479
-99
838
$22K ﹤0.01%
2,276
839
$22K ﹤0.01%
575
840
$22K ﹤0.01%
923
+554
841
$22K ﹤0.01%
1,100
842
$22K ﹤0.01%
298
843
$22K ﹤0.01%
19
844
$22K ﹤0.01%
377
845
$22K ﹤0.01%
20
-1
846
$22K ﹤0.01%
225
847
$22K ﹤0.01%
826
-66
848
$22K ﹤0.01%
918
-1,824
849
$22K ﹤0.01%
108
850
$22K ﹤0.01%
642
32 33
34
35 36