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
$2.49B
AUM Growth
-$317M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,648
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$2.06M
3
+$1.91M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.64M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.61M

Top Sells

1
+$15.2M
2
+$10.9M
3
+$10.4M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$8.84M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$6.69M

Sector Composition

1 Technology 12.46%
2 Healthcare 9.44%
3 Financials 7.73%
4 Consumer Staples 5.71%
5 Industrials 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$30K ﹤0.01%
928
+3
1052
$30K ﹤0.01%
666
1053
$30K ﹤0.01%
643
+206
1054
$30K ﹤0.01%
331
-370
1055
$30K ﹤0.01%
1,104
-1,319
1056
$30K ﹤0.01%
720
-57
1057
$30K ﹤0.01%
426
+158
1058
$30K ﹤0.01%
126
-358
1059
$30K ﹤0.01%
1,063
1060
$30K ﹤0.01%
227
+4
1061
$30K ﹤0.01%
2,837
-3,479
1062
$30K ﹤0.01%
1,019
-153
1063
$30K ﹤0.01%
1,478
-455
1064
$30K ﹤0.01%
296
+15
1065
$29K ﹤0.01%
386
+2
1066
$29K ﹤0.01%
913
-192
1067
$29K ﹤0.01%
1,136
-28
1068
$29K ﹤0.01%
970
+437
1069
$29K ﹤0.01%
1,482
+169
1070
$29K ﹤0.01%
1,243
+167
1071
$29K ﹤0.01%
1,000
1072
$29K ﹤0.01%
124
+5
1073
$28K ﹤0.01%
2,808
1074
$28K ﹤0.01%
718
-4
1075
$28K ﹤0.01%
535
+109
41 42
43
44 45