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
$1.73B
AUM Growth
+$241M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,108
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$6.83M
3
+$5.81M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.41M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$5.14M

Top Sells

1
+$5.42M
2
+$1.77M
3
+$1.76M
4
AAPL icon
Apple
AAPL
+$1.6M
5
MS icon
Morgan Stanley
MS
+$1.2M

Sector Composition

1 Technology 11.91%
2 Financials 8.2%
3 Healthcare 7.71%
4 Industrials 5.42%
5 Consumer Staples 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$58K ﹤0.01%
1,820
+91
677
$58K ﹤0.01%
757
678
$58K ﹤0.01%
+1,175
679
$58K ﹤0.01%
1,388
680
$57K ﹤0.01%
+644
681
$57K ﹤0.01%
695
+65
682
$57K ﹤0.01%
176
+90
683
$57K ﹤0.01%
1,630
+5
684
$57K ﹤0.01%
1,403
+567
685
$57K ﹤0.01%
1,075
+287
686
$57K ﹤0.01%
7,542
+5,292
687
$57K ﹤0.01%
302
-2
688
$56K ﹤0.01%
403
+37
689
$56K ﹤0.01%
375
-92
690
$56K ﹤0.01%
568
+21
691
$56K ﹤0.01%
333
692
$56K ﹤0.01%
218
693
$56K ﹤0.01%
+2,290
694
$55K ﹤0.01%
391
-18
695
$55K ﹤0.01%
+1,813
696
$55K ﹤0.01%
697
697
$55K ﹤0.01%
338
-766
698
$55K ﹤0.01%
240
-65
699
$55K ﹤0.01%
718
+666
700
$55K ﹤0.01%
3,024
+2,241
26 27
28
29 30