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
401
$177K 0.01%
8,197
-2,066
402
$174K 0.01%
13,270
+12,167
403
$174K 0.01%
1,240
+1,140
404
$173K 0.01%
569
+321
405
$173K 0.01%
2,734
+266
406
$172K 0.01%
2,153
-221
407
$171K 0.01%
5,417
408
$171K 0.01%
434
-41
409
$168K 0.01%
2,773
-60
410
$168K 0.01%
2,050
+660
411
$166K 0.01%
10,592
+5,092
412
$166K 0.01%
2,565
+136
413
$165K 0.01%
2,007
+27
414
$165K 0.01%
1,955
415
$163K 0.01%
1,347
+192
416
$160K 0.01%
4,471
+101
417
$159K 0.01%
376
+74
418
$156K 0.01%
3,590
+141
419
$154K 0.01%
4,006
420
$153K 0.01%
515
-67
421
$153K 0.01%
3,033
422
$150K 0.01%
6,950
-3,840
423
$149K 0.01%
877
+12
424
$149K 0.01%
868
425
$149K 0.01%
13,409
+3,409
15 16
17
18 19