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FHA

First Horizon Advisors Portfolio holdings

AUM $3.85B
1-Year Est. Return 16.99%
This Fund
S&P 500
This Quarter Est. Return
+5.44%
1 Year Est. Return
+16.99%
3 Year Est. Return
+55.25%
5 Year Est. Return
+94.84%
10 Year Est. Return
+179.7%
AUM
$563M
AUM Growth
-$85.4M
Cap. Flow
-$115M
Cap. Flow %
-20.39%
Top 10 Hldgs %
14.64%
Holding
1,579
New
104
Increased
277
Reduced
720
Closed
209

Sector Composition

Rank Sector Weight
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
CCK icon
1076
Crown Holdings
CCK
$12.8B
$3K ﹤0.01%
65
+21
+48% +$1.07K
FELE icon
1077
Franklin Electric
FELE
$4.63B
$3K ﹤0.01%
132
-873
-87% -$26.3K
HTGC icon
1078
Hercules Capital
HTGC
$3.07B
$3K ﹤0.01%
259
-274
-51% -$3.08K
ITT icon
1079
ITT
ITT
$17.5B
$3K ﹤0.01%
93
-410
-82% -$15.4K
KKR icon
1080
KKR & Co
KKR
$91.1B
$3K ﹤0.01%
200
LBRDA icon
1081
Liberty Broadband Class A
LBRDA
$4.89B
$3K ﹤0.01%
62
+24
+63% +$1.28K
LVS icon
1082
Las Vegas Sands
LVS
$31.7B
$3K ﹤0.01%
70
-120
-63% -$5.46K
MTDR icon
1083
Matador Resources
MTDR
$6.2B
$3K ﹤0.01%
180
-1,689
-90% -$41.2K
PH icon
1084
Parker-Hannifin
PH
$123B
$3K ﹤0.01%
+35
New +$3.55K
PPC icon
1085
Pilgrim's Pride
PPC
$6.51B
$3K ﹤0.01%
165
-432
-72% -$8.84K
RLJ icon
1086
RLJ Lodging Trust
RLJ
$1.86B
$3K ﹤0.01%
159
-459
-74% -$11.2K
SFL icon
1087
SFL Corp
SFL
$1.64B
$3K ﹤0.01%
210
SSL icon
1088
Sasol
SSL
$7.5B
$3K ﹤0.01%
139
-81
-37% -$2.37K
WIT icon
1089
Wipro
WIT
$19.6B
$3K ﹤0.01%
1,824
-1,045
-36% -$2.37K
TGP
1090
DELISTED
Teekay LNG Partners L.P.
TGP
$3K ﹤0.01%
200
QTS
1091
DELISTED
QTS REALTY TRUST, INC.
QTS
$3K ﹤0.01%
+71
New +$3.09K
MNTA
1092
DELISTED
Momenta Pharmaceuticals, Inc.
MNTA
$3K ﹤0.01%
246
-143
-37% -$2.39K
ZLTQ
1093
DELISTED
ZELTIQ Aesthetics, Inc.
ZLTQ
$3K ﹤0.01%
124
FLTX
1094
DELISTED
Fleetmatics Group PLC
FLTX
$3K ﹤0.01%
+77
New +$4.27K
TUMI
1095
DELISTED
TUMI HLDGS INC COM
TUMI
$3K ﹤0.01%
200
-2,260
-92% -$38.6K
HIT
1096
DELISTED
HITACHI LTD ADR (10COM)NEW
HIT
$3K ﹤0.01%
66
TCF
1097
DELISTED
TCF Financial Corporation
TCF
$3K ﹤0.01%
273
-714
-72% -$10.8K
ALLY icon
1098
Ally Financial
ALLY
$13.2B
$2K ﹤0.01%
140
-5,440
-97% -$108K
BR icon
1099
Broadridge
BR
$17.8B
$2K ﹤0.01%
41
-158
-79% -$8.86K
CTRE icon
1100
CareTrust REIT
CTRE
$9.91B
$2K ﹤0.01%
149

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First Horizon Advisors's Q4 2015 Portfolio in Review

As of Q4 2015, First Horizon Advisors held 1,579 positions worth $563M, down 13% from $648M the previous quarter. Its ten largest holdings account for 15% of the portfolio.

First Horizon Advisors withdrew a net $115M in Q4 2015, closing 209 positions and reducing 720 holdings. Its most notable exit was Invesco S&P 500 Equal Weight ETF, an estimated $14.6M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 14% of assets, up from 11% a quarter earlier, followed by Technology and Financials.

Against the trend, First Horizon Advisors opened a new position in First Trust Financials AlphaDEX Fund worth $4.34M.

  • First Horizon Advisors's largest Q4 2015 buy was First Trust Financials AlphaDEX Fund: 187,455 shares worth $4.34M.
  • First Horizon Advisors added most to iShares MSCI EAFE ETF in Q4 2015, an estimated $4.22M increase.
  • First Horizon Advisors's biggest Q4 2015 reduction was Vanguard Morningstar Growth ETF, cutting an estimated $6.54M.
  • First Horizon Advisors fully exited Invesco S&P 500 Equal Weight ETF in Q4 2015, selling an estimated $14.6M.
  • First Horizon Advisors's ten largest holdings make up 15% of its $563M portfolio in Q4 2015.
  • First Horizon Advisors opened 104 new positions and closed 209 in Q4 2015.
  • First Horizon Advisors's portfolio value fell 13% quarter-over-quarter to $563M.

Based on First Horizon Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.