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
$563M
AUM Growth
-$85.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,586
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$4.12M
3
+$4.09M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$1.24M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$525K

Top Sells

1
+$14.6M
2
+$6.47M
3
+$6.15M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.84M
5
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$5.58M

Sector Composition

1 Healthcare 14.03%
2 Technology 11.78%
3 Financials 11.22%
4 Consumer Staples 7.93%
5 Industrials 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$8K ﹤0.01%
156
952
$7K ﹤0.01%
202
-56
953
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+164
954
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75
955
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1,237
-348
956
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957
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148
+19
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+500
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217
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962
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500
964
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968
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$7K ﹤0.01%
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972
$7K ﹤0.01%
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973
$7K ﹤0.01%
440
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974
$7K ﹤0.01%
187
975
$7K ﹤0.01%
232
37 38
39
40 41