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
$2.49B
AUM Growth
-$317M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,648
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$2.06M
3
+$1.91M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.64M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.61M

Top Sells

1
+$15.2M
2
+$10.9M
3
+$10.4M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$8.84M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$6.69M

Sector Composition

1 Technology 12.46%
2 Healthcare 9.44%
3 Financials 7.73%
4 Consumer Staples 5.71%
5 Industrials 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$123K ﹤0.01%
661
-113
552
$123K ﹤0.01%
2,876
+2,394
553
$121K ﹤0.01%
1,191
-397
554
$120K ﹤0.01%
4,339
+1,173
555
$120K ﹤0.01%
5,817
-45
556
$120K ﹤0.01%
2,165
557
$120K ﹤0.01%
1,748
+84
558
$119K ﹤0.01%
1,244
+39
559
$119K ﹤0.01%
1,445
-847
560
$119K ﹤0.01%
730
-52
561
$119K ﹤0.01%
2,998
562
$119K ﹤0.01%
1,608
+1,356
563
$119K ﹤0.01%
3,750
+211
564
$118K ﹤0.01%
1,787
-1,949
565
$117K ﹤0.01%
1,762
-21
566
$117K ﹤0.01%
3,127
-43
567
$116K ﹤0.01%
283
+4
568
$116K ﹤0.01%
1,331
569
$113K ﹤0.01%
10,311
-2,500
570
$113K ﹤0.01%
4,204
-22
571
$113K ﹤0.01%
520
-71
572
$113K ﹤0.01%
1,701
-202
573
$112K ﹤0.01%
1,769
-2,274
574
$112K ﹤0.01%
1,712
+99
575
$112K ﹤0.01%
1,739
-534
21 22
23
24 25