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
2051
– –
-29
2052
$0 ﹤0.01%
10
2053
– –
-37
2054
$0 ﹤0.01%
8
2055
– –
-106
2056
– –
-98
2057
– –
-83
2058
– –
-26
2059
– –
-97
2060
$0 ﹤0.01%
2
2061
$0 ﹤0.01%
66
-256
2062
$0 ﹤0.01%
7
2063
– –
-1
2064
$0 ﹤0.01%
266
2065
– –
-5
2066
– –
-73
2067
– –
-3
2068
– –
-65
2069
$0 ﹤0.01%
+35
2070
– –
-110
2071
$0 ﹤0.01%
5
2072
– –
-54
2073
$0 ﹤0.01%
10
2074
$0 ﹤0.01%
+12
2075
$0 ﹤0.01%
3
80 81 82
83
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