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
$3.6B
AUM Growth
+$310M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,437
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$6.01M
3
+$5.32M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$3.72M
5
VTV icon
Vanguard Value ETF
VTV
+$3.27M

Top Sells

1
+$11.9M
2
+$4.7M
3
+$4.53M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.72M
5
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$3.02M

Sector Composition

1 Technology 14.94%
2 Financials 8.41%
3 Healthcare 7.79%
4 Industrials 5.68%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$425K 0.01%
7,375
+998
377
$418K 0.01%
8,487
-975
378
$412K 0.01%
14,176
+149
379
$410K 0.01%
6,723
-1,188
380
$409K 0.01%
97
+1
381
$404K 0.01%
1,584
-16
382
$401K 0.01%
6,148
+56
383
$399K 0.01%
12,363
+1,301
384
$397K 0.01%
4,678
385
$394K 0.01%
6,309
386
$393K 0.01%
6,600
+5,131
387
$391K 0.01%
14,259
-348
388
$389K 0.01%
31,494
-24
389
$389K 0.01%
3,014
390
$387K 0.01%
5,932
+17
391
$387K 0.01%
2,359
-30
392
$381K 0.01%
7,455
+1,658
393
$380K 0.01%
2,721
+3
394
$375K 0.01%
4,171
+24
395
$374K 0.01%
1,553
-85
396
$373K 0.01%
6,012
+263
397
$372K 0.01%
2,826
-9
398
$371K 0.01%
45,026
-739
399
$370K 0.01%
3,852
+660
400
$364K 0.01%
1,834
+350
14 15
16
17 18