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
1
$70.2M 3.79%
164,112
-2
2
$42.8M 2.31%
108,863
-10,820
3
$42.5M 2.29%
790,740
-6,700
4
$42.3M 2.28%
1,352,464
+452,201
5
$41.8M 2.25%
305,365
-4,777
6
$40.5M 2.18%
94,103
+4,026
7
$31.9M 1.72%
117,637
-1,709
8
$29.6M 1.6%
805,502
-20,986
9
$27.4M 1.48%
237,692
+13,831
10
$27.2M 1.47%
429,830
+6,694
11
$25.8M 1.39%
89,949
-50,160
12
$25M 1.35%
103,335
-2,365
13
$24.3M 1.31%
307,686
+4,495
14
$23.8M 1.28%
100,131
-57,833
15
$23.2M 1.25%
221,840
-6,377
16
$21.1M 1.14%
375,881
+13,062
17
$20.9M 1.13%
59,031
-35,060
18
$20.6M 1.11%
388,081
+8,173
19
$20.5M 1.11%
136,293
-2,490
20
$19.2M 1.04%
123,765
+959
21
$18.8M 1.01%
134,275
+5,100
22
$18.5M 1%
394,263
+7,413
23
$17.8M 0.96%
228,171
+8,924
24
$17.7M 0.95%
155,956
+134,215
25
$17.5M 0.95%
106,438
+2,012
1
2 3 4 5