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
1026
$13K ﹤0.01%
90
1027
$13K ﹤0.01%
348
-90
1028
$13K ﹤0.01%
+450
1029
$13K ﹤0.01%
148
1030
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276
-19
1031
$13K ﹤0.01%
800
1032
$13K ﹤0.01%
179
1033
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82
1034
$12K ﹤0.01%
208
+145
1035
$12K ﹤0.01%
632
1036
$12K ﹤0.01%
109
1037
$12K ﹤0.01%
129
1038
$12K ﹤0.01%
591
1039
$12K ﹤0.01%
1,060
-48
1040
$12K ﹤0.01%
+200
1041
$12K ﹤0.01%
+1,000
1042
$12K ﹤0.01%
807
-859
1043
$12K ﹤0.01%
740
+43
1044
$12K ﹤0.01%
153
+115
1045
$12K ﹤0.01%
197
1046
$12K ﹤0.01%
225
1047
$12K ﹤0.01%
125
1048
$12K ﹤0.01%
270
1049
$12K ﹤0.01%
301
-11
1050
$12K ﹤0.01%
319
+39
40 41
42
43 44