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
$1.19B
AUM Growth
+$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,673
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$9.31M
3
+$7.24M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$7.01M
5
MSFT icon
Microsoft
MSFT
+$6.21M

Top Sells

1
+$16.3M
2
+$6.18M
3
+$3.52M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.44M
5
SWK icon
Stanley Black & Decker
SWK
+$3.39M

Sector Composition

1 Technology 9.83%
2 Financials 7.99%
3 Healthcare 7.39%
4 Industrials 5.63%
5 Consumer Staples 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$604K 0.05%
2,488
+2,175
227
$598K 0.05%
17,602
228
$597K 0.05%
31,336
+26,369
229
$588K 0.05%
22,620
230
$575K 0.05%
7,786
-1,557
231
$566K 0.05%
13,572
-6,616
232
$562K 0.05%
3,556
+245
233
$559K 0.05%
8,043
+328
234
$547K 0.05%
2,250
-67
235
$546K 0.05%
10,932
+1,448
236
$539K 0.05%
2,578
-28
237
$532K 0.04%
29,967
+1,956
238
$528K 0.04%
6,521
239
$526K 0.04%
7,727
+211
240
$523K 0.04%
7,207
+6,896
241
$520K 0.04%
9,926
+7,744
242
$513K 0.04%
1,030
+52
243
$512K 0.04%
8,856
+1
244
$509K 0.04%
3,638
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245
$507K 0.04%
19,062
+3,982
246
$498K 0.04%
9,379
-43,248
247
$495K 0.04%
2,619
-3
248
$493K 0.04%
4,487
+600
249
$493K 0.04%
5,480
+454
250
$484K 0.04%
8,614
-1,335
8 9
10
11 12