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
601
$34K ﹤0.01%
557
602
$34K ﹤0.01%
807
603
$34K ﹤0.01%
394
-79
604
$34K ﹤0.01%
855
+101
605
$34K ﹤0.01%
342
-17
606
$34K ﹤0.01%
913
-78
607
$34K ﹤0.01%
1,037
-22
608
$34K ﹤0.01%
2,071
609
$34K ﹤0.01%
199
610
$33K ﹤0.01%
1,000
-140
611
$33K ﹤0.01%
332
612
$33K ﹤0.01%
1,368
613
$33K ﹤0.01%
169
614
$33K ﹤0.01%
1,680
+4
615
$33K ﹤0.01%
875
-239
616
$32K ﹤0.01%
895
-60
617
$32K ﹤0.01%
1,098
+2
618
$32K ﹤0.01%
670
619
$31K ﹤0.01%
380
620
$31K ﹤0.01%
792
-162
621
$31K ﹤0.01%
405
-96
622
$31K ﹤0.01%
607
+257
623
$31K ﹤0.01%
1,083
+162
624
$31K ﹤0.01%
679
+58
625
$31K ﹤0.01%
1,840
23 24
25
26 27