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
626
$42K ﹤0.01%
1,090
+200
627
$42K ﹤0.01%
+729
628
$41K ﹤0.01%
1,372
+372
629
$41K ﹤0.01%
1,167
630
$41K ﹤0.01%
641
-195
631
$41K ﹤0.01%
754
632
$41K ﹤0.01%
952
+2
633
$41K ﹤0.01%
568
-93
634
$41K ﹤0.01%
931
-9
635
$41K ﹤0.01%
3,217
-2,245
636
$41K ﹤0.01%
710
637
$41K ﹤0.01%
700
638
$41K ﹤0.01%
972
-86
639
$41K ﹤0.01%
240
640
$40K ﹤0.01%
685
641
$39K ﹤0.01%
1,163
+1
642
$39K ﹤0.01%
1,705
-3,965
643
$39K ﹤0.01%
1,252
-470
644
$39K ﹤0.01%
+144
645
$39K ﹤0.01%
1,096
-82
646
$39K ﹤0.01%
73
647
$39K ﹤0.01%
1,729
+1,015
648
$38K ﹤0.01%
960
-202
649
$38K ﹤0.01%
618
+214
650
$38K ﹤0.01%
+3,016
24 25
26
27 28