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
$1.73B
AUM Growth
+$241M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,108
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$6.83M
3
+$5.81M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.41M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$5.14M

Top Sells

1
+$5.42M
2
+$1.77M
3
+$1.76M
4
AAPL icon
Apple
AAPL
+$1.6M
5
MS icon
Morgan Stanley
MS
+$1.2M

Sector Composition

1 Technology 11.91%
2 Financials 8.2%
3 Healthcare 7.71%
4 Industrials 5.42%
5 Consumer Staples 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$72K ﹤0.01%
1,000
+104
602
$72K ﹤0.01%
+697
603
$72K ﹤0.01%
690
604
$71K ﹤0.01%
+1,279
605
$71K ﹤0.01%
104
-14
606
$71K ﹤0.01%
1,034
+17
607
$70K ﹤0.01%
306
-77
608
$70K ﹤0.01%
3,243
+109
609
$70K ﹤0.01%
+1,665
610
$70K ﹤0.01%
3,320
+2,270
611
$70K ﹤0.01%
3,198
612
$70K ﹤0.01%
3,320
+280
613
$70K ﹤0.01%
794
-75
614
$69K ﹤0.01%
724
+8
615
$69K ﹤0.01%
854
+27
616
$69K ﹤0.01%
1,234
+1,033
617
$69K ﹤0.01%
3,715
+231
618
$69K ﹤0.01%
767
-3,200
619
$68K ﹤0.01%
3,632
620
$68K ﹤0.01%
1,441
+650
621
$68K ﹤0.01%
684
+2
622
$68K ﹤0.01%
3,532
+848
623
$68K ﹤0.01%
7,442
+391
624
$68K ﹤0.01%
1,522
-964
625
$68K ﹤0.01%
+422
23 24
25
26 27