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
76
$2.26M 0.36%
32,935
+31,735
77
$2.23M 0.36%
19,296
+18,705
78
$2.22M 0.36%
16,737
+16,125
79
$2.2M 0.35%
66,139
+60,671
80
$2.2M 0.35%
47,228
+42,901
81
$2.17M 0.35%
22,561
+13,411
82
$2.16M 0.35%
51,250
+49,580
83
$2.16M 0.35%
+23,953
84
$2.07M 0.33%
24,260
+23,425
85
$2.04M 0.33%
44,190
+40,620
86
$2.03M 0.33%
79,566
+74,056
87
$1.98M 0.32%
2,468
+2,355
88
$1.98M 0.32%
+19,352
89
$1.93M 0.31%
21,927
+21,765
90
$1.89M 0.3%
33,576
+32,510
91
$1.84M 0.3%
+45,923
92
$1.81M 0.29%
33,737
+31,032
93
$1.72M 0.28%
35,539
+30,372
94
$1.69M 0.27%
20,728
+18,734
95
$1.67M 0.27%
25,061
+23,673
96
$1.6M 0.26%
62,087
+46,281
97
$1.56M 0.25%
20,587
+12,214
98
$1.55M 0.25%
14,506
+11,602
99
$1.54M 0.25%
+44,497
100
$1.52M 0.24%
28,072
-10,646
2 3
4
5 6