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
1226
$6K ﹤0.01%
320
+8
1227
$6K ﹤0.01%
268
+3
1228
$6K ﹤0.01%
225
1229
$6K ﹤0.01%
483
1230
$6K ﹤0.01%
63
1231
$6K ﹤0.01%
500
1232
$6K ﹤0.01%
+400
1233
$6K ﹤0.01%
236
+24
1234
$6K ﹤0.01%
61
1235
$6K ﹤0.01%
135
-60
1236
$6K ﹤0.01%
105
1237
$6K ﹤0.01%
250
1238
$6K ﹤0.01%
70
+1
1239
$6K ﹤0.01%
+167
1240
$6K ﹤0.01%
88
1241
$6K ﹤0.01%
179
+63
1242
$6K ﹤0.01%
300
-29
1243
$6K ﹤0.01%
+200
1244
$6K ﹤0.01%
419
-54
1245
$6K ﹤0.01%
+375
1246
$6K ﹤0.01%
+325
1247
$5K ﹤0.01%
64
+3
1248
$5K ﹤0.01%
875
1249
$5K ﹤0.01%
166
1250
$5K ﹤0.01%
83
48 49
50
51 52