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
501
$73K 0.01%
+1,967
502
$72K 0.01%
1,456
503
$72K 0.01%
4,000
504
$71K 0.01%
1,493
+642
505
$71K 0.01%
840
506
$71K 0.01%
1,415
+570
507
$71K 0.01%
+4,005
508
$71K 0.01%
321
-18
509
$71K 0.01%
+5,800
510
$70K 0.01%
5,000
511
$70K 0.01%
440
512
$69K 0.01%
659
+1
513
$68K 0.01%
1,962
514
$68K 0.01%
1,261
-124
515
$68K 0.01%
6,010
516
$68K 0.01%
2,155
-895
517
$68K 0.01%
+4,144
518
$68K 0.01%
+2,698
519
$67K 0.01%
592
-17
520
$67K 0.01%
+915
521
$66K 0.01%
+1,818
522
$66K 0.01%
+3,277
523
$66K 0.01%
2,732
+2,347
524
$65K 0.01%
225
525
$65K 0.01%
1,367
+1
19 20
21
22 23