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
$2.49B
AUM Growth
-$317M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,648
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$2.06M
3
+$1.91M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.64M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.61M

Top Sells

1
+$15.2M
2
+$10.9M
3
+$10.4M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$8.84M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$6.69M

Sector Composition

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
226
$1.4M 0.06%
19,806
-13,549
227
$1.4M 0.06%
6,589
-46
228
$1.39M 0.06%
51,993
-139
229
$1.38M 0.06%
49,024
-75,380
230
$1.34M 0.05%
9,925
+36
231
$1.32M 0.05%
30,472
-15,565
232
$1.31M 0.05%
15,310
-9,143
233
$1.25M 0.05%
42,516
-2,262
234
$1.23M 0.05%
19,506
235
$1.2M 0.05%
18,162
+3,303
236
$1.17M 0.05%
37,032
-1,086
237
$1.16M 0.05%
6,830
-684
238
$1.16M 0.05%
12,848
-1,828
239
$1.14M 0.05%
11,994
-1,122
240
$1.12M 0.05%
14,919
-12,867
241
$1.11M 0.04%
16,990
-2,729
242
$1.08M 0.04%
5,764
+90
243
$1.06M 0.04%
13,978
-892
244
$1.04M 0.04%
25,871
-1,192
245
$1.01M 0.04%
6,170
-243
246
$976K 0.04%
8,063
-3,261
247
$969K 0.04%
3,410
-246
248
$957K 0.04%
34,610
-10,866
249
$952K 0.04%
20,670
+3,459
250
$943K 0.04%
23,580
-917
8 9
10
11 12