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
$3.6B
AUM Growth
+$310M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,437
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$6.01M
3
+$5.32M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$3.72M
5
VTV icon
Vanguard Value ETF
VTV
+$3.27M

Top Sells

1
+$11.9M
2
+$4.7M
3
+$4.53M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.72M
5
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$3.02M

Sector Composition

1 Technology 14.94%
2 Financials 8.41%
3 Healthcare 7.79%
4 Industrials 5.68%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$28.5K ﹤0.01%
1,250
1202
$28.5K ﹤0.01%
423
-620
1203
$28.5K ﹤0.01%
719
+67
1204
$28.5K ﹤0.01%
203
1205
$28.3K ﹤0.01%
11,600
+490
1206
$28.3K ﹤0.01%
280
+34
1207
$28.3K ﹤0.01%
1,000
1208
$28.3K ﹤0.01%
210
1209
$28.2K ﹤0.01%
523
-21
1210
$28.1K ﹤0.01%
327
+39
1211
$28.1K ﹤0.01%
101
+11
1212
$28K ﹤0.01%
81
1213
$27.8K ﹤0.01%
428
1214
$27.7K ﹤0.01%
217
+37
1215
$27.5K ﹤0.01%
890
-74
1216
$27.2K ﹤0.01%
+802
1217
$27.1K ﹤0.01%
204
+9
1218
$27K ﹤0.01%
960
1219
$27K ﹤0.01%
397
-34
1220
$27K ﹤0.01%
148
1221
$27K ﹤0.01%
445
-192
1222
$26.9K ﹤0.01%
610
+89
1223
$26.9K ﹤0.01%
1,125
1224
$26.8K ﹤0.01%
1,081
1225
$26.7K ﹤0.01%
242
+50
47 48
49
50 51