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
551
$43K ﹤0.01%
1,604
+781
552
$42K ﹤0.01%
986
-118
553
$42K ﹤0.01%
354
554
$42K ﹤0.01%
186
-107
555
$42K ﹤0.01%
377
556
$42K ﹤0.01%
2,400
-2,500
557
$42K ﹤0.01%
1,653
+19
558
$42K ﹤0.01%
429
-3,697
559
$41K ﹤0.01%
818
-202
560
$41K ﹤0.01%
1,613
-2,811
561
$41K ﹤0.01%
4,000
562
$41K ﹤0.01%
175
563
$40K ﹤0.01%
743
-350
564
$40K ﹤0.01%
1,561
565
$40K ﹤0.01%
252
566
$40K ﹤0.01%
1,687
567
$39K ﹤0.01%
2,664
-2
568
$39K ﹤0.01%
2,815
569
$39K ﹤0.01%
+2,529
570
$39K ﹤0.01%
428
+137
571
$38K ﹤0.01%
238
+7
572
$38K ﹤0.01%
1,697
573
$38K ﹤0.01%
1,090
574
$38K ﹤0.01%
642
+129
575
$38K ﹤0.01%
652
+91
21 22
23
24 25