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
976
$11K ﹤0.01%
218
+204
977
$11K ﹤0.01%
853
978
$11K ﹤0.01%
394
-138
979
$11K ﹤0.01%
591
980
$11K ﹤0.01%
174
+101
981
$11K ﹤0.01%
411
+4
982
$11K ﹤0.01%
569
+4
983
$11K ﹤0.01%
2,007
984
$11K ﹤0.01%
92
+50
985
$11K ﹤0.01%
61
-240
986
$11K ﹤0.01%
100
987
$11K ﹤0.01%
313
988
$11K ﹤0.01%
783
+28
989
$11K ﹤0.01%
351
990
$11K ﹤0.01%
+160
991
$11K ﹤0.01%
239
992
$11K ﹤0.01%
+89
993
$11K ﹤0.01%
+905
994
$11K ﹤0.01%
134
+8
995
$11K ﹤0.01%
833
996
$11K ﹤0.01%
368
997
$10K ﹤0.01%
453
+28
998
$10K ﹤0.01%
268
999
$10K ﹤0.01%
105
1000
$10K ﹤0.01%
154
38 39
40
41 42