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
$2.49B
AUM Growth
-$317M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,648
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$2.06M
3
+$1.91M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.64M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.61M

Top Sells

1
+$15.2M
2
+$10.9M
3
+$10.4M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$8.84M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$6.69M

Sector Composition

1 Technology 12.46%
2 Healthcare 9.44%
3 Financials 7.73%
4 Consumer Staples 5.71%
5 Industrials 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$21M 0.84%
111,866
-24,370
27
$20.9M 0.84%
176,066
-6,121
28
$20.7M 0.83%
125,579
+110
29
$20.3M 0.81%
214,174
-70,479
30
$20.3M 0.81%
136,870
-759
31
$20.1M 0.81%
94,066
+521
32
$20M 0.8%
462,630
+2,049
33
$19.5M 0.78%
223,786
-24,256
34
$18.9M 0.76%
219,198
-7,959
35
$18.7M 0.75%
426,748
-7,206
36
$18.6M 0.75%
121,422
-1,749
37
$18.4M 0.74%
271,001
-8,540
38
$18.4M 0.74%
712,288
+60,115
39
$18.1M 0.72%
433,337
-11,826
40
$18M 0.72%
141,479
-1,942
41
$18M 0.72%
171,608
-20,947
42
$17.9M 0.72%
186,112
-6,708
43
$17.8M 0.71%
173,519
+20,154
44
$17.7M 0.71%
148,606
-3,562
45
$17.5M 0.7%
310,370
+12,829
46
$17.4M 0.7%
284,442
-6,989
47
$16.9M 0.68%
655,619
-342,632
48
$16.6M 0.66%
268,463
-3,594
49
$16M 0.64%
335,796
+4,269
50
$15.5M 0.62%
167,466
-1,174
1
2
3 4 5