FHA
First Horizon Advisors Portfolio holdings
AUM
$3.85B
1-Year Return
17%
This Quarter Return
+4.44%
1 Year Return
+17%
3 Year Return
+55.25%
5 Year Return
+94.85%
10 Year Return
+179.66%
AUM
$691M
AUM Growth
-$22.2M
(-3.1%)
Cap. Flow
-$43.4M
Cap. Flow
% of AUM
-6.28%
Top 10 Holdings %
Top 10 Hldgs %
18.01%
Holding
1,723
New
226
Increased
646
Reduced
291
Closed
108
Top Buys
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$47.6M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$47.2M |
| 3 |
ProShares Ultra Russell2000
UWM
|
$25.5M |
| 4 |
ProShares Ultra S&P500
SSO
|
$25.4M |
| 5 |
Coca-Cola
KO
|
$5.26M |
Sector Composition
| 1 | Healthcare | 10.99% |
| 2 | Technology | 8.66% |
| 3 | Financials | 8.58% |
| 4 | Consumer Staples | 8.14% |
| 5 | Energy | 7.91% |
