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
676
$27K ﹤0.01%
3,108
677
$27K ﹤0.01%
603
-1,240
678
$27K ﹤0.01%
1,018
679
$27K ﹤0.01%
534
+465
680
$27K ﹤0.01%
7,500
681
$27K ﹤0.01%
221
682
$27K ﹤0.01%
607
-277
683
$27K ﹤0.01%
884
684
$27K ﹤0.01%
617
685
$27K ﹤0.01%
630
-20
686
$27K ﹤0.01%
1,297
687
$27K ﹤0.01%
423
+82
688
$26K ﹤0.01%
+1,952
689
$26K ﹤0.01%
369
+72
690
$26K ﹤0.01%
67
691
$26K ﹤0.01%
876
692
$26K ﹤0.01%
331
693
$26K ﹤0.01%
284
694
$26K ﹤0.01%
505
+67
695
$26K ﹤0.01%
546
696
$26K ﹤0.01%
260
697
$26K ﹤0.01%
1,016
698
$26K ﹤0.01%
432
699
$26K ﹤0.01%
833
+3
700
$26K ﹤0.01%
494
26 27
28
29 30