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
$1.03B
AUM Growth
-$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,555
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$3.68M
3
+$3.47M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.87M
5
T icon
AT&T
T
+$2.51M

Top Sells

1
+$5.66M
2
+$5.03M
3
+$4.48M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$2.5M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.89M

Sector Composition

1 Technology 9.26%
2 Financials 7.95%
3 Healthcare 6.91%
4 Industrials 5.67%
5 Consumer Staples 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$503K 0.05%
8,855
-602
202
$502K 0.05%
5,026
-17
203
$499K 0.05%
7,516
-3,254
204
$498K 0.05%
4,659
+302
205
$496K 0.05%
6,527
-242
206
$491K 0.05%
2,606
-115
207
$488K 0.05%
7,715
-390
208
$479K 0.05%
9,484
-251
209
$477K 0.05%
12,162
-1,919
210
$477K 0.05%
3,311
+168
211
$463K 0.05%
2,622
212
$456K 0.04%
2,938
-687
213
$452K 0.04%
7,247
-295
214
$447K 0.04%
5,774
+86
215
$437K 0.04%
5,373
216
$417K 0.04%
11,855
217
$416K 0.04%
15,080
-3,223
218
$414K 0.04%
3,887
+200
219
$409K 0.04%
4,697
+113
220
$397K 0.04%
7,554
-700
221
$394K 0.04%
7,659
222
$393K 0.04%
12,815
-2,045
223
$386K 0.04%
8,098
+3,059
224
$382K 0.04%
4,765
225
$381K 0.04%
3,252
-1,586
7 8
9
10 11