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
651
$38K ﹤0.01%
397
+100
652
$38K ﹤0.01%
643
653
$37K ﹤0.01%
405
654
$37K ﹤0.01%
223
655
$37K ﹤0.01%
1,840
656
$37K ﹤0.01%
1,016
+128
657
$37K ﹤0.01%
193
-3
658
$37K ﹤0.01%
1,687
659
$37K ﹤0.01%
444
660
$37K ﹤0.01%
277
661
$36K ﹤0.01%
510
-2,045
662
$36K ﹤0.01%
231
+61
663
$36K ﹤0.01%
1,368
+170
664
$36K ﹤0.01%
807
665
$36K ﹤0.01%
900
-66
666
$36K ﹤0.01%
2,000
667
$36K ﹤0.01%
1,951
668
$36K ﹤0.01%
561
-11
669
$36K ﹤0.01%
513
670
$36K ﹤0.01%
+703
671
$36K ﹤0.01%
1,146
-58
672
$36K ﹤0.01%
341
673
$35K ﹤0.01%
450
674
$35K ﹤0.01%
955
+50
675
$35K ﹤0.01%
+720
25 26
27
28 29