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
951
$15K ﹤0.01%
363
-59
952
$15K ﹤0.01%
453
953
$15K ﹤0.01%
268
954
$15K ﹤0.01%
476
955
$15K ﹤0.01%
368
+50
956
$15K ﹤0.01%
794
+162
957
$15K ﹤0.01%
1,003
958
$15K ﹤0.01%
389
959
$15K ﹤0.01%
510
-25
960
$15K ﹤0.01%
129
961
$15K ﹤0.01%
1,525
962
$15K ﹤0.01%
383
-47
963
$15K ﹤0.01%
375
964
$14K ﹤0.01%
90
965
$14K ﹤0.01%
525
966
$14K ﹤0.01%
381
967
$14K ﹤0.01%
1,250
968
$14K ﹤0.01%
832
+191
969
$14K ﹤0.01%
300
970
$14K ﹤0.01%
335
971
$14K ﹤0.01%
+386
972
$14K ﹤0.01%
415
+2
973
$14K ﹤0.01%
470
-150
974
$14K ﹤0.01%
312
975
$14K ﹤0.01%
+191
37 38
39
40 41