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
$1.73B
AUM Growth
+$241M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,108
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$6.83M
3
+$5.81M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.41M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$5.14M

Top Sells

1
+$5.42M
2
+$1.77M
3
+$1.76M
4
AAPL icon
Apple
AAPL
+$1.6M
5
MS icon
Morgan Stanley
MS
+$1.2M

Sector Composition

1 Technology 11.91%
2 Financials 8.2%
3 Healthcare 7.71%
4 Industrials 5.42%
5 Consumer Staples 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$350K 0.02%
4,485
-6
302
$348K 0.02%
14,379
+10,924
303
$340K 0.02%
6,015
+966
304
$338K 0.02%
449
+32
305
$337K 0.02%
2,307
+2,255
306
$337K 0.02%
2,295
307
$335K 0.02%
6,475
+509
308
$335K 0.02%
5,054
+124
309
$334K 0.02%
949
+387
310
$333K 0.02%
7,158
+921
311
$331K 0.02%
13,900
312
$329K 0.02%
2,592
+1,040
313
$329K 0.02%
+7,302
314
$325K 0.02%
2,443
+982
315
$325K 0.02%
1,435
+756
316
$320K 0.02%
+12,231
317
$318K 0.02%
4,378
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318
$316K 0.02%
2,914
+2,637
319
$311K 0.02%
9,826
+1,894
320
$310K 0.02%
8,642
-187
321
$307K 0.02%
3,236
322
$305K 0.02%
4,987
-458
323
$304K 0.02%
2,578
+380
324
$303K 0.02%
6,622
-1,011
325
$302K 0.02%
1,911
+19
11 12
13
14 15