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
$622M
AUM Growth
+$426M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,307
New
Increased
Reduced
Closed

Top Buys

1
+$48.7M
2
+$45.7M
3
+$16.9M
4
UST icon
ProShares Ultra 7-10 Year Treasury
UST
+$15.3M
5
KO icon
Coca-Cola
KO
+$11.7M

Top Sells

1
+$37.2M
2
+$25.7M
3
+$20.8M
4
VB icon
Vanguard Small-Cap ETF
VB
+$4.63M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.11M

Sector Composition

1 Healthcare 8.78%
2 Consumer Staples 8.31%
3 Financials 8.07%
4 Energy 7.49%
5 Technology 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.5M 0.24%
+21,499
102
$1.46M 0.23%
39,619
+39,533
103
$1.46M 0.23%
+17,252
104
$1.45M 0.23%
+25,157
105
$1.42M 0.23%
20,608
+11,212
106
$1.41M 0.23%
+56,000
107
$1.4M 0.23%
22,334
+11,868
108
$1.38M 0.22%
+20,211
109
$1.38M 0.22%
39,569
+39,505
110
$1.37M 0.22%
+22,508
111
$1.36M 0.22%
39,574
+39,316
112
$1.35M 0.22%
10,543
+10,450
113
$1.35M 0.22%
16,165
+15,957
114
$1.31M 0.21%
18,076
+8,420
115
$1.28M 0.21%
23,236
+7,586
116
$1.28M 0.21%
51,808
+40,298
117
$1.24M 0.2%
34,596
+33,741
118
$1.24M 0.2%
+8,189
119
$1.2M 0.19%
29,156
+16,577
120
$1.19M 0.19%
24,813
+24,513
121
$1.18M 0.19%
+26,400
122
$1.17M 0.19%
+21,484
123
$1.15M 0.18%
46,220
-1,036,665
124
$1.13M 0.18%
30,899
+12,271
125
$1.11M 0.18%
34,273
+34,246
3 4
5
6 7