FHA
First Horizon Advisors Portfolio holdings
AUM
$3.85B
1-Year Return
17%
This Quarter Return
-11.86%
1 Year Return
+17%
3 Year Return
+55.25%
5 Year Return
+94.85%
10 Year Return
+179.66%
AUM
$1.12B
AUM Growth
-$163M
(-13%)
Cap. Flow
+$3.19M
Cap. Flow
% of AUM
0.28%
Top 10 Holdings %
Top 10 Hldgs %
24.17%
Holding
1,685
New
95
Increased
340
Reduced
467
Closed
120
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$22.2M |
| 2 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$20.2M |
| 3 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$9.33M |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$6.67M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$6.54M |
Top Sells
| 1 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
+$20M |
| 2 |
CA
CA, Inc.
CA
|
+$7.75M |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$5.34M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$3.17M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$2.32M |
Sector Composition
| 1 | Technology | 9.29% |
| 2 | Healthcare | 7.43% |
| 3 | Financials | 7.21% |
| 4 | Industrials | 5.12% |
| 5 | Consumer Staples | 5% |