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
$919M
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,610
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$3.14M
3
+$3.12M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.89M
5
AMGN icon
Amgen
AMGN
+$2.68M

Top Sells

1
+$3.53M
2
+$3.43M
3
+$3.07M
4
CAT icon
Caterpillar
CAT
+$2.55M
5
DE icon
Deere & Co
DE
+$2.38M

Sector Composition

1 Technology 8.37%
2 Financials 8.13%
3 Healthcare 7.66%
4 Consumer Staples 5.97%
5 Industrials 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.7M 0.18%
22,908
-540
127
$1.64M 0.18%
26,189
+958
128
$1.63M 0.18%
30,184
-1,905
129
$1.54M 0.17%
33,720
-4,320
130
$1.43M 0.16%
9,307
-1,104
131
$1.39M 0.15%
12,519
-832
132
$1.36M 0.15%
18,535
-8,280
133
$1.34M 0.15%
23,234
-10,319
134
$1.32M 0.14%
51,247
+2,226
135
$1.29M 0.14%
28,819
+1,192
136
$1.26M 0.14%
16,133
+1,314
137
$1.25M 0.14%
18,612
+1,918
138
$1.24M 0.13%
67,611
+4,729
139
$1.23M 0.13%
6,233
-33
140
$1.22M 0.13%
+60,786
141
$1.2M 0.13%
24,904
-1,736
142
$1.09M 0.12%
10,350
-237
143
$1.07M 0.12%
22,000
+3,034
144
$1.06M 0.12%
20,989
-9,864
145
$1.05M 0.11%
19,968
-798
146
$1.04M 0.11%
29,644
-16
147
$1.03M 0.11%
11,152
+1
148
$1.02M 0.11%
18,906
-8,690
149
$978K 0.11%
6,174
-15
150
$974K 0.11%
5,743
+535
4 5
6
7 8