FHA
First Horizon Advisors Portfolio holdings
AUM
$3.85B
1-Year Return
17%
This Quarter Return
+6.65%
1 Year Return
+17%
3 Year Return
+55.25%
5 Year Return
+94.85%
10 Year Return
+179.66%
AUM
$668M
AUM Growth
+$46.1M
(+7.4%)
Cap. Flow
+$15.2M
Cap. Flow
% of AUM
2.27%
Top 10 Holdings %
Top 10 Hldgs %
31.86%
Holding
1,585
New
372
Increased
408
Reduced
299
Closed
85
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$50M |
| 2 |
ProShares Ultra 7-10 Year Treasury
UST
|
+$29.6M |
| 3 |
First Trust S&P REIT Index Fund
FRI
|
+$2.94M |
| 4 |
Target
TGT
|
+$2.58M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$1.58M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
+$45.7M |
| 2 |
ProShares Ultra Russell2000
UWM
|
+$25.1M |
| 3 |
Coca-Cola
KO
|
+$4.48M |
| 4 |
First Horizon
FHN
|
+$2.77M |
| 5 |
iShares S&P GSCI Commodity-Indexed Trust
GSG
|
+$2.48M |
Sector Composition
| 1 | Healthcare | 9.05% |
| 2 | Consumer Staples | 8.01% |
| 3 | Financials | 7.83% |
| 4 | Energy | 7.1% |
| 5 | Industrials | 6.79% |
