FHA
First Horizon Advisors Portfolio holdings
AUM
$3.85B
1-Year Return
17%
This Quarter Return
+4.57%
1 Year Return
+17%
3 Year Return
+55.25%
5 Year Return
+94.85%
10 Year Return
+179.66%
AUM
$878M
AUM Growth
+$91.7M
(+12%)
Cap. Flow
+$31M
Cap. Flow
% of AUM
3.53%
Top 10 Holdings %
Top 10 Hldgs %
20.3%
Holding
1,798
New
273
Increased
470
Reduced
509
Closed
270
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$7M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$6.13M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$5.38M |
| 4 |
Procter & Gamble
PG
|
$5.04M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$4.75M |
Top Sells
Sector Composition
| 1 | Technology | 8.34% |
| 2 | Financials | 8.32% |
| 3 | Healthcare | 7.73% |
| 4 | Consumer Staples | 6.49% |
| 5 | Consumer Discretionary | 5.76% |
