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
551
$55K ﹤0.01%
1,073
552
$55K ﹤0.01%
543
+15
553
$55K ﹤0.01%
+1,350
554
$54K ﹤0.01%
325
-46
555
$54K ﹤0.01%
1,109
+460
556
$54K ﹤0.01%
1,320
557
$54K ﹤0.01%
1,374
+80
558
$53K ﹤0.01%
2,324
-325
559
$53K ﹤0.01%
713
-23
560
$52K ﹤0.01%
1,329
561
$52K ﹤0.01%
1,776
+49
562
$52K ﹤0.01%
1,941
-34
563
$52K ﹤0.01%
619
-45
564
$52K ﹤0.01%
1,001
+175
565
$51K ﹤0.01%
556
+111
566
$51K ﹤0.01%
403
+56
567
$51K ﹤0.01%
794
568
$51K ﹤0.01%
1,509
569
$51K ﹤0.01%
764
+400
570
$50K ﹤0.01%
3,628
+920
571
$50K ﹤0.01%
962
572
$50K ﹤0.01%
3,501
+2,277
573
$50K ﹤0.01%
1,746
574
$50K ﹤0.01%
+2,219
575
$50K ﹤0.01%
991
+33
21 22
23
24 25