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
526
$65K 0.01%
649
+246
527
$65K 0.01%
536
+374
528
$64K 0.01%
941
+73
529
$64K 0.01%
575
-113
530
$64K 0.01%
564
531
$63K 0.01%
2,370
+1,370
532
$61K 0.01%
2,072
+3
533
$61K 0.01%
141
-16
534
$61K 0.01%
+1,184
535
$61K 0.01%
987
-14
536
$61K 0.01%
585
+36
537
$60K 0.01%
3,483
-350
538
$60K 0.01%
640
-98
539
$60K 0.01%
300
+100
540
$59K ﹤0.01%
+1,800
541
$59K ﹤0.01%
103
542
$59K ﹤0.01%
1,228
+48
543
$58K ﹤0.01%
339
+85
544
$58K ﹤0.01%
746
+4
545
$58K ﹤0.01%
1,028
546
$57K ﹤0.01%
1,234
+167
547
$56K ﹤0.01%
436
-124
548
$56K ﹤0.01%
700
549
$56K ﹤0.01%
+740
550
$55K ﹤0.01%
+2,082
20 21
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