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
901
$18K ﹤0.01%
261
902
$18K ﹤0.01%
520
903
$18K ﹤0.01%
+743
904
$18K ﹤0.01%
817
-134
905
$18K ﹤0.01%
631
-151
906
$18K ﹤0.01%
554
907
$18K ﹤0.01%
352
908
$18K ﹤0.01%
1,327
909
$18K ﹤0.01%
368
-34
910
$17K ﹤0.01%
328
911
$17K ﹤0.01%
530
912
$17K ﹤0.01%
234
913
$17K ﹤0.01%
1,102
-80
914
$17K ﹤0.01%
264
-85
915
$17K ﹤0.01%
142
916
$17K ﹤0.01%
175
-130
917
$17K ﹤0.01%
487
918
$17K ﹤0.01%
411
-992
919
$17K ﹤0.01%
650
920
$17K ﹤0.01%
359
921
$17K ﹤0.01%
2,503
-199
922
$17K ﹤0.01%
280
923
$17K ﹤0.01%
286
-126
924
$17K ﹤0.01%
139
+5
925
$16K ﹤0.01%
+144
35 36
37
38 39