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
951
$5K ﹤0.01%
+298
952
$5K ﹤0.01%
121
-85
953
$5K ﹤0.01%
+1,360
954
$5K ﹤0.01%
322
-187
955
$5K ﹤0.01%
312
-180
956
$5K ﹤0.01%
+153
957
$4K ﹤0.01%
66
958
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224
-148
959
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+64
960
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234
+75
961
$4K ﹤0.01%
74
+30
962
$4K ﹤0.01%
225
-40
963
$4K ﹤0.01%
46
-124
964
$4K ﹤0.01%
+636
965
$4K ﹤0.01%
677
+6
966
$4K ﹤0.01%
70
+7
967
$4K ﹤0.01%
+105
968
$4K ﹤0.01%
60
-40
969
$4K ﹤0.01%
137
-20
970
$4K ﹤0.01%
68
-49
971
$4K ﹤0.01%
+48
972
$4K ﹤0.01%
48
-5
973
$4K ﹤0.01%
101
-13
974
$4K ﹤0.01%
98
-46
975
$4K ﹤0.01%
53
-68
37 38
39
40 41