FHA
First Horizon Advisors Portfolio holdings
AUM
$3.85B
1-Year Return
17%
This Quarter Return
+6.22%
1 Year Return
+17%
3 Year Return
+55.25%
5 Year Return
+94.85%
10 Year Return
+179.66%
AUM
$1.33B
AUM Growth
+$65.2M
(+5.1%)
Cap. Flow
-$3.47M
Cap. Flow
% of AUM
-0.26%
Top 10 Holdings %
Top 10 Hldgs %
23.52%
Holding
1,656
New
163
Increased
441
Reduced
439
Closed
132
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.47M |
| 2 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$1.39M |
| 3 |
Valero Energy
VLO
|
+$1.3M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$1.23M |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
+$974K |
Top Sells
| 1 |
Apple
AAPL
|
+$3.22M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.57M |
| 3 |
Microsoft
MSFT
|
+$1.42M |
| 4 |
FedEx
FDX
|
+$1M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$948K |
Sector Composition
| 1 | Technology | 12.67% |
| 2 | Healthcare | 8.74% |
| 3 | Financials | 7.15% |
| 4 | Consumer Staples | 5.68% |
| 5 | Industrials | 5.36% |
