FHA
First Horizon Advisors Portfolio holdings
AUM
$3.85B
1-Year Return
17%
This Quarter Return
-1.49%
1 Year Return
+17%
3 Year Return
+55.25%
5 Year Return
+94.85%
10 Year Return
+179.66%
AUM
$1.03B
AUM Growth
-$24.5M
(-2.3%)
Cap. Flow
+$1.38M
Cap. Flow
% of AUM
0.13%
Top 10 Holdings %
Top 10 Hldgs %
24.2%
Holding
1,555
New
70
Increased
319
Reduced
430
Closed
87
Top Buys
| 1 |
CA
CA, Inc.
CA
|
$4.47M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$3.68M |
| 3 |
iShares US Real Estate ETF
IYR
|
$3.47M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$2.87M |
| 5 |
AT&T
T
|
$2.51M |
Top Sells
| 1 |
Vanguard Real Estate ETF
VNQ
|
$5.66M |
| 2 |
HP
HPQ
|
$5.03M |
| 3 |
DTE Energy
DTE
|
$4.48M |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
$2.5M |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$1.89M |
Sector Composition
| 1 | Technology | 9.26% |
| 2 | Financials | 7.95% |
| 3 | Healthcare | 6.91% |
| 4 | Industrials | 5.67% |
| 5 | Consumer Staples | 5.1% |