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FHA
First Horizon Advisors Portfolio holdings
AUM
$3.85B
1-Year Est. Return
16.99%
This Fund
S&P 500
This Quarter
Est. Return
+2.1%
1 Year Est. Return
+16.99%
3 Year Est. Return
+55.25%
5 Year Est. Return
+94.84%
10 Year Est. Return
+179.7%
AUM
$196M
AUM Growth
–
Cap. Flow
+$184M
Cap. Flow
% of AUM
94.02%
Top 10 Holdings %
Top 10 Hldgs %
69.39%
Holding
947
New
946
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 1000 ETF
IWB
|
+$35.9M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$25.1M |
| 3 |
ProShares Ultra Russell2000
UWM
|
+$20.6M |
| 4 |
ProShares Ultra S&P500
SSO
|
+$19.2M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$5.71M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 3.61% |
| 2 | Healthcare | 3.16% |
| 3 | Consumer Discretionary | 3.06% |
| 4 | Industrials | 2.74% |
| 5 | Technology | 2.67% |
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First Horizon Advisors's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for First Horizon Advisors, which disclosed 947 positions worth $196M. Its ten largest holdings account for 69% of the portfolio.
Its largest position is iShares Russell 1000 ETF: 400,715 shares worth $38.1M.
By sector, the portfolio is most concentrated in Financials at 3.6% of assets, followed by Healthcare and Consumer Discretionary.
- First Horizon Advisors's largest Q2 2013 buy was iShares Russell 1000 ETF: 400,715 shares worth $38.1M.
- First Horizon Advisors's ten largest holdings make up 69% of its $196M portfolio in Q2 2013.
- First Horizon Advisors disclosed 947 positions in Q2 2013, its first 13F filing on record.
Based on First Horizon Advisors's 13F filing for Q2 2013, filed 25 Feb 2014.