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
51
$6.27M 0.56%
32,213
-251
52
$6.21M 0.55%
59,519
+2,367
53
$6.12M 0.55%
29,978
-118
54
$5.97M 0.53%
161,073
-29,036
55
$5.89M 0.52%
172,998
-1,375
56
$5.74M 0.51%
132,445
-21,532
57
$5.57M 0.5%
83,906
-1,572
58
$5.49M 0.49%
195,620
-9,458
59
$5.45M 0.49%
65,556
-1,453
60
$5.11M 0.46%
38,712
-4,304
61
$5.06M 0.45%
67,844
-580
62
$4.82M 0.43%
58,348
-43
63
$4.69M 0.42%
91,039
+2,234
64
$4.38M 0.39%
82,637
-1,143
65
$4.35M 0.39%
69,537
-4,139
66
$4.22M 0.38%
321,024
-5,159
67
$4.18M 0.37%
13,910
-1,605
68
$4.14M 0.37%
55,200
+6,860
69
$4.12M 0.37%
27,522
+2,000
70
$4.04M 0.36%
23,297
-477
71
$3.95M 0.35%
51,380
+5,132
72
$3.94M 0.35%
44,024
+1,087
73
$3.89M 0.35%
99,698
-30,370
74
$3.88M 0.35%
56,893
-8,438
75
$3.87M 0.34%
53,733
+4,762
1 2
3
4 5