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
51
$10.4M 0.6%
68,659
+1,601
52
$10M 0.58%
38,700
+43
53
$9.74M 0.56%
55,540
-305
54
$9.59M 0.55%
61,830
+1,157
55
$9.51M 0.55%
31,161
+7,059
56
$9.39M 0.54%
78,940
-67
57
$9.38M 0.54%
66,306
-1,075
58
$9.27M 0.54%
78,433
+4,116
59
$9M 0.52%
176,344
+159,817
60
$8.93M 0.52%
165,067
-4,650
61
$8.28M 0.48%
90,849
+3,794
62
$8.27M 0.48%
100,217
+5,905
63
$8.11M 0.47%
132,437
+1,649
64
$8.07M 0.47%
157,784
+6,981
65
$8.07M 0.47%
95,239
+18,936
66
$8.05M 0.47%
108,593
+5,204
67
$7.95M 0.46%
149,008
+26,747
68
$7.8M 0.45%
99,817
-3,154
69
$7.63M 0.44%
66,456
+2,330
70
$7.38M 0.43%
67,550
-4,731
71
$7.27M 0.42%
233,054
+23,522
72
$7.17M 0.41%
36,764
-1,537
73
$7.1M 0.41%
28,555
-199
74
$7.08M 0.41%
126,749
+14,071
75
$6.53M 0.38%
30,065
-1,531
1 2
3
4 5