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
26
$10.8M 0.91%
191,100
+39,720
27
$10.6M 0.89%
99,068
+1,269
28
$10.2M 0.86%
130,596
+16,021
29
$10.1M 0.84%
36,834
+5,551
30
$9.94M 0.83%
409,971
+56,015
31
$9.57M 0.8%
87,893
+31,369
32
$9.36M 0.79%
66,101
+722
33
$9.34M 0.78%
264,385
+263,515
34
$9.24M 0.78%
83,373
-1,487
35
$9.18M 0.77%
243,497
+21,762
36
$8.81M 0.74%
115,784
+1,987
37
$8.76M 0.73%
64,522
+3,811
38
$8.48M 0.71%
114,498
-861
39
$7.83M 0.66%
155,157
+143,484
40
$7.73M 0.65%
55,275
+1,455
41
$7.71M 0.65%
142,460
+2,539
42
$7.47M 0.63%
22,256
-311
43
$7.44M 0.62%
60,821
+1,379
44
$7.37M 0.62%
169,146
+17,786
45
$7.34M 0.62%
86,316
+5,696
46
$7.3M 0.61%
66,452
+24,505
47
$7.3M 0.61%
63,236
+2,587
48
$7.15M 0.6%
68,186
+58,472
49
$7.04M 0.59%
57,995
+2,203
50
$7.02M 0.59%
117,043
+9,516