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
51
$7.02M 0.59%
193,667
+1,033
52
$7.01M 0.59%
+281,898
53
$6.93M 0.58%
201,413
+19,552
54
$6.86M 0.58%
54,284
+5,076
55
$6.42M 0.54%
110,906
+40,894
56
$6.4M 0.54%
87,824
-1,575
57
$6.38M 0.54%
148,690
+10,907
58
$6.34M 0.53%
177,825
+46,736
59
$6.33M 0.53%
84,890
-1,951
60
$6.16M 0.52%
33,359
-227
61
$5.97M 0.5%
76,422
+27,894
62
$5.96M 0.5%
43,141
+38,695
63
$5.92M 0.5%
332,088
-4,028
64
$5.75M 0.48%
70,538
-42,287
65
$5.62M 0.47%
30,107
+23,785
66
$5.53M 0.46%
168,518
+24,358
67
$5.5M 0.46%
66,530
+17,884
68
$5.4M 0.45%
57,156
+2,476
69
$5.37M 0.45%
58,887
+285
70
$5.19M 0.44%
73,220
+973
71
$5.04M 0.42%
30,203
+6,510
72
$4.82M 0.4%
36,113
+846
73
$4.76M 0.4%
51,826
+460
74
$4.76M 0.4%
69,144
-3,070
75
$4.7M 0.39%
55,161
+690
1 2
3
4 5