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
1051
$4K ﹤0.01%
206
1052
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142
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1053
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664
-375
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+33
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1058
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1059
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110
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1060
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46
1061
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140
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1063
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150
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112
1065
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1,500
1066
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364
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6,400
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40
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$4K ﹤0.01%
1,428
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1071
$4K ﹤0.01%
126
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$3K ﹤0.01%
59
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1073
$3K ﹤0.01%
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1074
$3K ﹤0.01%
275
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1075
$3K ﹤0.01%
112
41 42
43
44 45