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
1201
$7K ﹤0.01%
156
1202
$7K ﹤0.01%
119
1203
$7K ﹤0.01%
230
-10
1204
$7K ﹤0.01%
500
1205
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303
-74
1206
$7K ﹤0.01%
215
-105
1207
$7K ﹤0.01%
35
-2
1208
$7K ﹤0.01%
211
1209
$7K ﹤0.01%
187
1210
$7K ﹤0.01%
313
1211
$7K ﹤0.01%
36
1212
$7K ﹤0.01%
177
1213
$7K ﹤0.01%
+250
1214
$7K ﹤0.01%
1,000
1215
$7K ﹤0.01%
+123
1216
$7K ﹤0.01%
62
-3
1217
$7K ﹤0.01%
1,277
+366
1218
$7K ﹤0.01%
320
1219
$7K ﹤0.01%
163
+10
1220
$7K ﹤0.01%
396
1221
$6K ﹤0.01%
110
1222
$6K ﹤0.01%
308
1223
$6K ﹤0.01%
+95
1224
$6K ﹤0.01%
173
-1
1225
$6K ﹤0.01%
65
47 48
49
50 51