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
751
$22K ﹤0.01%
561
752
$22K ﹤0.01%
116
753
$22K ﹤0.01%
627
754
$22K ﹤0.01%
191
755
$22K ﹤0.01%
357
+107
756
$22K ﹤0.01%
218
-8
757
$22K ﹤0.01%
107
+21
758
$22K ﹤0.01%
560
759
$22K ﹤0.01%
2,000
760
$22K ﹤0.01%
514
761
$22K ﹤0.01%
1,476
+960
762
$22K ﹤0.01%
665
-11
763
$22K ﹤0.01%
157
764
$22K ﹤0.01%
560
765
$22K ﹤0.01%
625
-166
766
$22K ﹤0.01%
1,342
-140
767
$21K ﹤0.01%
607
-1,700
768
$21K ﹤0.01%
1,033
+245
769
$21K ﹤0.01%
695
-54
770
$21K ﹤0.01%
417
-8,525
771
$21K ﹤0.01%
179
772
$21K ﹤0.01%
305
773
$21K ﹤0.01%
1,979
+478
774
$21K ﹤0.01%
173
775
$21K ﹤0.01%
197
-146
29 30
31
32 33