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
951
$12K ﹤0.01%
1,250
952
$12K ﹤0.01%
109
953
$12K ﹤0.01%
1,000
954
$12K ﹤0.01%
195
-460
955
$12K ﹤0.01%
389
-195
956
$12K ﹤0.01%
300
957
$12K ﹤0.01%
312
-38
958
$12K ﹤0.01%
+793
959
$12K ﹤0.01%
198
960
$12K ﹤0.01%
125
961
$12K ﹤0.01%
200
962
$12K ﹤0.01%
413
963
$12K ﹤0.01%
204
964
$12K ﹤0.01%
129
965
$12K ﹤0.01%
1,940
+47
966
$12K ﹤0.01%
232
+123
967
$12K ﹤0.01%
352
968
$12K ﹤0.01%
+482
969
$12K ﹤0.01%
1,132
970
$12K ﹤0.01%
+465
971
$12K ﹤0.01%
+1,188
972
$12K ﹤0.01%
375
-300
973
$12K ﹤0.01%
1,060
+295
974
$12K ﹤0.01%
82
-8
975
$11K ﹤0.01%
59
+34
37 38
39
40 41