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
951
$17K ﹤0.01%
676
-22
952
$17K ﹤0.01%
+859
953
$17K ﹤0.01%
210
954
$17K ﹤0.01%
640
955
$17K ﹤0.01%
548
-102
956
$17K ﹤0.01%
368
-194
957
$17K ﹤0.01%
531
958
$17K ﹤0.01%
642
-115
959
$17K ﹤0.01%
306
960
$17K ﹤0.01%
515
961
$17K ﹤0.01%
109
962
$17K ﹤0.01%
866
-294
963
$16K ﹤0.01%
735
964
$16K ﹤0.01%
476
965
$16K ﹤0.01%
591
+404
966
$16K ﹤0.01%
1,250
967
$16K ﹤0.01%
487
+427
968
$16K ﹤0.01%
311
+190
969
$16K ﹤0.01%
607
970
$16K ﹤0.01%
885
971
$16K ﹤0.01%
+1,000
972
$16K ﹤0.01%
636
973
$16K ﹤0.01%
276
974
$16K ﹤0.01%
405
-91
975
$16K ﹤0.01%
239
37 38
39
40 41