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
926
$6K ﹤0.01%
400
-275
927
$6K ﹤0.01%
+458
928
$6K ﹤0.01%
+64
929
$6K ﹤0.01%
122
930
$6K ﹤0.01%
95
-5
931
$6K ﹤0.01%
+79
932
$6K ﹤0.01%
44
933
$6K ﹤0.01%
+100
934
$6K ﹤0.01%
351
-62
935
$5K ﹤0.01%
101
-34
936
$5K ﹤0.01%
174
-3
937
$5K ﹤0.01%
101
+1
938
$5K ﹤0.01%
116
-13
939
$5K ﹤0.01%
148
-19
940
$5K ﹤0.01%
438
-431
941
$5K ﹤0.01%
1,138
+146
942
$5K ﹤0.01%
+108
943
$5K ﹤0.01%
+163
944
$5K ﹤0.01%
1,075
-110
945
$5K ﹤0.01%
95
-44
946
$5K ﹤0.01%
+200
947
$5K ﹤0.01%
+140
948
$5K ﹤0.01%
53
+1
949
$5K ﹤0.01%
+187
950
– –
0
36 37
38
39 40