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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
-6.03%
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
$2.49B
AUM Growth
-$317M
Cap. Flow
-$144M
Cap. Flow %
-5.79%
Top 10 Hldgs %
18.52%
Holding
2,648
New
127
Increased
613
Reduced
1,037
Closed
213

Sector Composition

Rank Sector Weight
1 Technology 12.46%
2 Healthcare 9.44%
3 Financials 7.73%
4 Consumer Staples 5.71%
5 Industrials 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UAA icon
2351
Under Armour
UAA
$2.91B
-588
Closed -$4K
UCO icon
2352
ProShares Ultra Bloomberg Crude Oil
UCO
$416M
-160
Closed -$6K
UNFI icon
2353
United Natural Foods
UNFI
$3.01B
$0 ﹤0.01%
22
+7
+47% +$298
URTH icon
2354
iShares MSCI World ETF
URTH
$7.98B
-184
Closed -$19K
UTHR icon
2355
United Therapeutics
UTHR
$26.2B
$0 ﹤0.01%
4
-6
-60% -$1.34K
UVE icon
2356
Universal Insurance Holdings
UVE
$1.23B
$0 ﹤0.01%
64
VALE icon
2357
Vale
VALE
$63.8B
-72
Closed -$1K
VCEL icon
2358
Vericel Corp
VCEL
$2.43B
-160
Closed -$4.37K
VLY icon
2359
Valley National Bancorp
VLY
$7.92B
-44
Closed
VMEO
2360
DELISTED
Vimeo
VMEO
-476
Closed -$2K
VSEC icon
2361
VSE Corp
VSEC
$5.37B
$0 ﹤0.01%
+19
New +$739
W icon
2362
Wayfair
W
$11.9B
$0 ﹤0.01%
7
-25
-78% -$1.32K
WDH
2363
Waterdrop
WDH
$410M
$0 ﹤0.01%
250
WEN icon
2364
Wendy's
WEN
$1.4B
-102
Closed -$1K
WLK icon
2365
Westlake Corp
WLK
$9.19B
-7
Closed -$1K
WNS
2366
DELISTED
WNS Holdings
WNS
$0 ﹤0.01%
8
+3
+60% +$249
WPC icon
2367
W.P. Carey
WPC
$16.9B
-61
Closed -$5K
WPP icon
2368
WPP
WPP
$4.41B
$0 ﹤0.01%
22
XSVM icon
2369
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$677M
-98
Closed -$4K
XT icon
2370
iShares Future Exponential Technologies ETF
XT
$3.79B
$0 ﹤0.01%
13
ZIM icon
2371
ZIM Integrated Shipping Services
ZIM
$2.98B
-72
Closed -$3K
ZNTL icon
2372
Zentalis Pharmaceuticals
ZNTL
$350M
-285
Closed -$7K
GAP
2373
The Gap Inc
GAP
$7.34B
$0 ﹤0.01%
109
-2,654
-96% -$24.9K
INVX
2374
Innovex International
INVX
$1.85B
$0 ﹤0.01%
50
SEI
2375
Solaris Energy Infrastructure
SEI
$3.14B
$0 ﹤0.01%
111

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First Horizon Advisors's Q3 2022 Portfolio in Review

As of Q3 2022, First Horizon Advisors held 2,648 positions worth $2.49B, down 11% from $2.81B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

First Horizon Advisors withdrew a net $144M in Q3 2022, closing 213 positions and reducing 1,037 holdings. Its most notable exit was BlackRock Municipal 2030 Target Term Trust, an estimated $280K position sold in full.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 12% a quarter earlier, followed by Healthcare and Financials.

Against the trend, First Horizon Advisors opened a new position in Invesco S&P 500 High Dividend Low Volatility ETF worth $104K.

  • First Horizon Advisors's largest Q3 2022 buy was Invesco S&P 500 High Dividend Low Volatility ETF: 2,660 shares worth $104K.
  • First Horizon Advisors added most to State Street SPDR S&P 500 ETF Trust in Q3 2022, an estimated $2.85M increase.
  • First Horizon Advisors's biggest Q3 2022 reduction was State Street SPDR Portfolio Short Term Corporate Bond ETF, cutting an estimated $15.5M.
  • First Horizon Advisors fully exited BlackRock Municipal 2030 Target Term Trust in Q3 2022, selling an estimated $280K.
  • First Horizon Advisors's ten largest holdings make up 19% of its $2.49B portfolio in Q3 2022.
  • First Horizon Advisors opened 127 new positions and closed 213 in Q3 2022.
  • First Horizon Advisors's portfolio value fell 11% quarter-over-quarter to $2.49B.

Based on First Horizon Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.