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
801
$26K ﹤0.01%
301
802
$26K ﹤0.01%
560
+105
803
$26K ﹤0.01%
1,380
+328
804
$26K ﹤0.01%
1,863
805
$26K ﹤0.01%
1,699
-4,115
806
$26K ﹤0.01%
566
-11
807
$26K ﹤0.01%
1,062
-382
808
$25K ﹤0.01%
595
+39
809
$25K ﹤0.01%
+627
810
$25K ﹤0.01%
246
+41
811
$25K ﹤0.01%
1,505
+661
812
$25K ﹤0.01%
+255
813
$25K ﹤0.01%
280
-40
814
$25K ﹤0.01%
1,300
815
$25K ﹤0.01%
846
816
$24K ﹤0.01%
+1,005
817
$24K ﹤0.01%
451
-64
818
$24K ﹤0.01%
+857
819
$24K ﹤0.01%
532
+42
820
$24K ﹤0.01%
1,320
821
$24K ﹤0.01%
2,220
822
$24K ﹤0.01%
794
+559
823
$24K ﹤0.01%
331
824
$24K ﹤0.01%
630
825
$24K ﹤0.01%
561
-9
31 32
33
34 35