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
626
$31K ﹤0.01%
547
-14
627
$31K ﹤0.01%
+522
628
$31K ﹤0.01%
733
-104
629
$31K ﹤0.01%
573
630
$31K ﹤0.01%
125
+18
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%
1,951
639
$30K ﹤0.01%
1,063
-250
640
$30K ﹤0.01%
+1,340
641
$30K ﹤0.01%
269
642
$30K ﹤0.01%
2,083
643
$30K ﹤0.01%
633
-2,186
644
$30K ﹤0.01%
307
645
$30K ﹤0.01%
1,230
646
$30K ﹤0.01%
1,251
-248
647
$29K ﹤0.01%
730
-763
648
$29K ﹤0.01%
504
+7
649
$29K ﹤0.01%
1,545
+1,170
650
$29K ﹤0.01%
691
24 25
26
27 28