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
1226
$5K ﹤0.01%
289
-11,855
1227
$5K ﹤0.01%
175
1228
$5K ﹤0.01%
286
-163
1229
$5K ﹤0.01%
200
1230
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875
1231
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375
1232
$5K ﹤0.01%
636
1233
$5K ﹤0.01%
319
-181
1234
$5K ﹤0.01%
218
-273
1235
$5K ﹤0.01%
1,277
1236
$5K ﹤0.01%
272
-150
1237
$5K ﹤0.01%
+29
1238
$5K ﹤0.01%
377
1239
$5K ﹤0.01%
100
1240
$4K ﹤0.01%
166
1241
$4K ﹤0.01%
83
1242
$4K ﹤0.01%
330
1243
$4K ﹤0.01%
22
1244
$4K ﹤0.01%
381
+2
1245
$4K ﹤0.01%
550
1246
$4K ﹤0.01%
936
-134
1247
$4K ﹤0.01%
428
1248
$4K ﹤0.01%
146
-129
1249
$4K ﹤0.01%
412
1250
$4K ﹤0.01%
+98
48 49
50
51 52