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
$1.12B
AUM Growth
-$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,685
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$20.2M
3
+$9.33M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$6.67M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$6.54M

Top Sells

1
+$20M
2
+$7.75M
3
+$5.34M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$3.17M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.32M

Sector Composition

1 Technology 9.29%
2 Healthcare 7.43%
3 Financials 7.21%
4 Industrials 5.12%
5 Consumer Staples 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$47K ﹤0.01%
1,812
-1,200
527
$47K ﹤0.01%
3,034
-10
528
$46K ﹤0.01%
325
529
$46K ﹤0.01%
803
+11
530
$46K ﹤0.01%
3,581
531
$46K ﹤0.01%
507
+47
532
$46K ﹤0.01%
591
533
$45K ﹤0.01%
403
534
$45K ﹤0.01%
307
-48
535
$45K ﹤0.01%
1,379
+3
536
$45K ﹤0.01%
440
+43
537
$44K ﹤0.01%
3,720
+40
538
$44K ﹤0.01%
2,000
539
$44K ﹤0.01%
327
+99
540
$44K ﹤0.01%
590
541
$44K ﹤0.01%
4,116
-1
542
$44K ﹤0.01%
549
+5
543
$43K ﹤0.01%
1,555
+226
544
$43K ﹤0.01%
700
545
$43K ﹤0.01%
947
-853
546
$43K ﹤0.01%
1,261
547
$43K ﹤0.01%
700
548
$43K ﹤0.01%
1,025
-39,619
549
$43K ﹤0.01%
713
550
$43K ﹤0.01%
1,008
20 21
22
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