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
1201
$5K ﹤0.01%
119
1202
$5K ﹤0.01%
250
1203
$5K ﹤0.01%
500
1204
$5K ﹤0.01%
580
-22
1205
$5K ﹤0.01%
+182
1206
$5K ﹤0.01%
2,216
-230
1207
$5K ﹤0.01%
+199
1208
$5K ﹤0.01%
35
1209
$5K ﹤0.01%
222
+35
1210
$5K ﹤0.01%
+252
1211
$5K ﹤0.01%
105
1212
$5K ﹤0.01%
167
+60
1213
$5K ﹤0.01%
349
1214
$5K ﹤0.01%
200
1215
$5K ﹤0.01%
125
1216
$5K ﹤0.01%
228
1217
$5K ﹤0.01%
100
1218
$5K ﹤0.01%
+146
1219
$5K ﹤0.01%
26
-9
1220
$5K ﹤0.01%
211
1221
$5K ﹤0.01%
+811
1222
$5K ﹤0.01%
187
1223
$5K ﹤0.01%
100
1224
$5K ﹤0.01%
139
1225
$5K ﹤0.01%
50
47 48
49
50 51