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
251
$470K 0.04%
11,467
+3,240
252
$462K 0.04%
4,357
-302
253
$447K 0.04%
9,324
+1,226
254
$446K 0.04%
+21,400
255
$441K 0.04%
5,058
+361
256
$439K 0.04%
15,412
-104
257
$436K 0.04%
3,285
-25,528
258
$435K 0.04%
3,375
+3,373
259
$433K 0.04%
2,339
+850
260
$431K 0.04%
3,478
+3,415
261
$425K 0.04%
7,560
+1,076
262
$423K 0.04%
19,282
+4,944
263
$422K 0.04%
1,499
264
$413K 0.03%
7,669
+10
265
$411K 0.03%
11,855
266
$410K 0.03%
4,038
+2,056
267
$409K 0.03%
5,031
+2,698
268
$408K 0.03%
10,476
-1,686
269
$408K 0.03%
6,844
+4,199
270
$402K 0.03%
5,818
-100
271
$400K 0.03%
9,326
-145
272
$398K 0.03%
+14,600
273
$396K 0.03%
5,139
+1,438
274
$391K 0.03%
11,430
+450
275
$390K 0.03%
7,577
+1,101
9 10
11
12 13