FHA
First Horizon Advisors Portfolio holdings
AUM
$3.85B
1-Year Return
17%
This Quarter Return
+4.15%
1 Year Return
+17%
3 Year Return
+55.25%
5 Year Return
+94.85%
10 Year Return
+179.66%
AUM
$970M
AUM Growth
+$51.5M
(+5.6%)
Cap. Flow
+$20.5M
Cap. Flow
% of AUM
2.11%
Top 10 Holdings %
Top 10 Hldgs %
22.1%
Holding
1,521
New
75
Increased
313
Reduced
269
Closed
63
Top Buys
| 1 |
AT&T
T
|
+$4.87M |
| 2 |
PepsiCo
PEP
|
+$3.33M |
| 3 |
Baker Hughes
BKR
|
+$2.66M |
| 4 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$2.52M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.03M |
Top Sells
| 1 |
Verizon
VZ
|
+$4.56M |
| 2 |
Vanguard Small-Cap Value ETF
VBR
|
+$4.14M |
| 3 |
Archer Daniels Midland
ADM
|
+$3.62M |
| 4 |
BHI
Baker Hughes
BHI
|
+$3.03M |
| 5 |
UFS
DOMTAR CORPORATION (New)
UFS
|
+$786K |
Sector Composition
| 1 | Technology | 8.65% |
| 2 | Financials | 8.17% |
| 3 | Healthcare | 7.55% |
| 4 | Industrials | 6.06% |
| 5 | Consumer Staples | 5.66% |
