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
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 11.79%
3 Financials 11.22%
4 Consumer Staples 7.93%
5 Industrials 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.72M 0.48%
18,796
-286
77
$2.64M 0.47%
78,890
-6,797
78
$2.62M 0.46%
64,093
+167
79
$2.54M 0.45%
23,866
-60,807
80
$2.48M 0.44%
23,737
-312
81
$2.45M 0.44%
24,574
-1,135
82
$2.44M 0.43%
32,487
+1,751
83
$2.31M 0.41%
23,664
-995
84
$2.31M 0.41%
42,573
-3,324
85
$2.17M 0.38%
83,354
-389
86
$2.15M 0.38%
95,787
-10,236
87
$2.12M 0.38%
55,940
-116,860
88
$2.06M 0.37%
47,481
-4,444
89
$2.05M 0.36%
26,660
-3,331
90
$2.02M 0.36%
21,158
-1,375
91
$1.96M 0.35%
16,616
-1,127
92
$1.88M 0.33%
14,199
-1,779
93
$1.84M 0.33%
42,756
-560
94
$1.81M 0.32%
20,828
+2,812
95
$1.79M 0.32%
21,303
+2,896
96
$1.76M 0.31%
17,663
+5,284
97
$1.73M 0.31%
25,880
-70,974
98
$1.63M 0.29%
13,056
+136
99
$1.62M 0.29%
27,879
-257
100
$1.61M 0.29%
18,309
-538
2 3
4
5 6