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
601
$45K ﹤0.01%
564
602
$45K ﹤0.01%
717
-79
603
$45K ﹤0.01%
414
+142
604
$45K ﹤0.01%
199
605
$45K ﹤0.01%
443
+12
606
$45K ﹤0.01%
427
607
$45K ﹤0.01%
19,853
+5,750
608
$45K ﹤0.01%
842
609
$45K ﹤0.01%
700
-52
610
$44K ﹤0.01%
1,108
-42
611
$44K ﹤0.01%
2,159
+862
612
$44K ﹤0.01%
1,302
+192
613
$44K ﹤0.01%
991
614
$44K ﹤0.01%
2,400
615
$44K ﹤0.01%
175
616
$43K ﹤0.01%
743
617
$43K ﹤0.01%
591
618
$43K ﹤0.01%
1,148
+31
619
$43K ﹤0.01%
1,118
+425
620
$43K ﹤0.01%
837
+91
621
$42K ﹤0.01%
394
+75
622
$42K ﹤0.01%
690
-21
623
$42K ﹤0.01%
473
+33
624
$42K ﹤0.01%
7,500
625
$42K ﹤0.01%
820
+238
23 24
25
26 27