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
$2.49B
AUM Growth
-$317M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,648
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$2.06M
3
+$1.91M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.64M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.61M

Top Sells

1
+$15.2M
2
+$10.9M
3
+$10.4M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$8.84M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$6.69M

Sector Composition

1 Technology 12.46%
2 Healthcare 9.44%
3 Financials 7.73%
4 Consumer Staples 5.71%
5 Industrials 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$85K ﹤0.01%
1,399
+24
652
$85K ﹤0.01%
2,049
653
$85K ﹤0.01%
3,628
+543
654
$85K ﹤0.01%
1,069
-129
655
$85K ﹤0.01%
405
+112
656
$85K ﹤0.01%
365
-122
657
$85K ﹤0.01%
1,452
-44
658
$84K ﹤0.01%
1,084
659
$84K ﹤0.01%
650
+46
660
$83K ﹤0.01%
1,930
-197
661
$83K ﹤0.01%
1,068
-39
662
$83K ﹤0.01%
2,406
-403
663
$83K ﹤0.01%
1,125
-63
664
$82K ﹤0.01%
2,467
-1,522
665
$82K ﹤0.01%
145
-71
666
$82K ﹤0.01%
1,404
-783
667
$82K ﹤0.01%
494
-495
668
$82K ﹤0.01%
2,179
669
$81K ﹤0.01%
452
-221
670
$81K ﹤0.01%
2,713
+293
671
$81K ﹤0.01%
2,982
-3,262
672
$81K ﹤0.01%
1,353
-225
673
$81K ﹤0.01%
677
-17
674
$80K ﹤0.01%
1,955
+401
675
$80K ﹤0.01%
1,263
-1,044
25 26
27
28 29