FHA
First Horizon Advisors Portfolio holdings
AUM
$3.85B
1-Year Return
17%
This Quarter Return
+13.62%
1 Year Return
+17%
3 Year Return
+55.25%
5 Year Return
+94.85%
10 Year Return
+179.66%
AUM
$1.49B
AUM Growth
+$155M
(+12%)
Cap. Flow
-$10.8M
Cap. Flow
% of AUM
-0.72%
Top 10 Holdings %
Top 10 Hldgs %
23.46%
Holding
1,720
New
194
Increased
510
Reduced
463
Closed
140
Top Buys
| 1 |
Unilever
UL
|
$6.72M |
| 2 |
Home Depot
HD
|
$3.14M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$2.31M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1.93M |
| 5 |
Ford
F
|
$1.76M |
Top Sells
| 1 |
UN
Unilever NV New York Registry Shares
UN
|
$6.7M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$3.69M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.8M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$2.7M |
| 5 |
Baker Hughes
BKR
|
$1.89M |
Sector Composition
| 1 | Technology | 12.65% |
| 2 | Healthcare | 8.33% |
| 3 | Financials | 7.97% |
| 4 | Consumer Staples | 5.74% |
| 5 | Industrials | 5.36% |