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
$1.73B
AUM Growth
+$241M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,108
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$6.83M
3
+$5.81M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.41M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$5.14M

Top Sells

1
+$5.42M
2
+$1.77M
3
+$1.76M
4
AAPL icon
Apple
AAPL
+$1.6M
5
MS icon
Morgan Stanley
MS
+$1.2M

Sector Composition

1 Technology 11.91%
2 Financials 8.2%
3 Healthcare 7.71%
4 Industrials 5.42%
5 Consumer Staples 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.8M 0.28%
36,516
+14,107
102
$4.61M 0.27%
272,542
+25,525
103
$4.5M 0.26%
65,042
-2,928
104
$4.33M 0.25%
43,836
-1,236
105
$4.24M 0.24%
19,805
-254
106
$4.13M 0.24%
401,046
107
$4.06M 0.23%
145,865
-4,192
108
$3.99M 0.23%
82,636
+553
109
$3.96M 0.23%
12,238
+496
110
$3.73M 0.22%
75,989
+9,259
111
$3.7M 0.21%
40,313
+224
112
$3.7M 0.21%
30,892
-1,114
113
$3.42M 0.2%
61,251
+21,155
114
$3.28M 0.19%
44,613
+1,426
115
$3.25M 0.19%
93,828
+4,771
116
$3.25M 0.19%
50,016
-27,110
117
$3.24M 0.19%
83,734
+6,491
118
$3.17M 0.18%
10,758
+910
119
$3.15M 0.18%
38,351
+25,203
120
$3.13M 0.18%
16,483
+676
121
$2.99M 0.17%
10,870
-108
122
$2.95M 0.17%
34,216
+729
123
$2.95M 0.17%
31,676
+2,891
124
$2.93M 0.17%
18,167
+2,651
125
$2.92M 0.17%
34,502
+17,683
3 4
5
6 7