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
$1.86B
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,244
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$15M
3
+$14.7M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$14.2M
5
AMT icon
American Tower
AMT
+$3.05M

Top Sells

1
+$14.4M
2
+$13.7M
3
+$12.4M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.32M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.64M

Sector Composition

1 Technology 11.83%
2 Financials 8.01%
3 Healthcare 7.51%
4 Industrials 5.17%
5 Consumer Staples 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-28
2002
– –
-3
2003
– –
-47
2004
– –
-285
2005
$0 ﹤0.01%
5
2006
– –
-939
2007
$0 ﹤0.01%
33
-54
2008
– –
-101
2009
– –
-36
2010
$0 ﹤0.01%
+28
2011
– –
-500
2012
– –
-50
2013
$0 ﹤0.01%
102
+77
2014
– –
-3,108
2015
$0 ﹤0.01%
48
+21
2016
– –
-125
2017
$0 ﹤0.01%
+22
2018
– –
-1,665
2019
– –
-2,271
2020
– –
-305
2021
– –
-72
2022
– –
-402
2023
$0 ﹤0.01%
2
2024
$0 ﹤0.01%
4
-2
2025
$0 ﹤0.01%
1
-53
79 80
81
82 83