FHA

First Horizon Advisors Portfolio holdings

AUM $3.85B
1-Year Est. Return 16.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.99%
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
+$24M
2
+$21.5M
3
+$9.31M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$6.89M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$6.63M

Top Sells

1
+$20.7M
2
+$7.75M
3
+$5.52M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$3.17M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.52M

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
626
$31K ﹤0.01%
1,083
+162
627
$31K ﹤0.01%
679
+58
628
$31K ﹤0.01%
1,840
629
$31K ﹤0.01%
547
-14
630
$31K ﹤0.01%
+522
631
$30K ﹤0.01%
547
632
$30K ﹤0.01%
1,450
633
$30K ﹤0.01%
124
-1,375
634
$30K ﹤0.01%
265
635
$30K ﹤0.01%
+1,183
636
$30K ﹤0.01%
656
+8
637
$30K ﹤0.01%
1,594
638
$30K ﹤0.01%
1,230
639
$30K ﹤0.01%
1,251
-248
640
$30K ﹤0.01%
1,951
641
$30K ﹤0.01%
1,063
-250
642
$30K ﹤0.01%
+1,340
643
$30K ﹤0.01%
269
644
$30K ﹤0.01%
2,083
645
$30K ﹤0.01%
633
-2,186
646
$30K ﹤0.01%
307
647
$29K ﹤0.01%
+840
648
$29K ﹤0.01%
730
-763
649
$29K ﹤0.01%
504
+7
650
$29K ﹤0.01%
1,545
+1,170
24 25
26
27 28