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
$2.49B
AUM Growth
-$317M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,648
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$2.06M
3
+$1.91M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.64M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.61M

Top Sells

1
+$15.2M
2
+$10.9M
3
+$10.4M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$8.84M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$6.69M

Sector Composition

1 Technology 12.46%
2 Healthcare 9.44%
3 Financials 7.73%
4 Consumer Staples 5.71%
5 Industrials 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$20K ﹤0.01%
240
-10
1227
$20K ﹤0.01%
1,600
+679
1228
$20K ﹤0.01%
392
1229
$20K ﹤0.01%
575
-106
1230
$20K ﹤0.01%
668
+60
1231
$20K ﹤0.01%
701
1232
$20K ﹤0.01%
1,050
1233
$20K ﹤0.01%
918
-121
1234
$20K ﹤0.01%
372
-23
1235
$20K ﹤0.01%
750
1236
$20K ﹤0.01%
266
1237
$20K ﹤0.01%
741
-692
1238
$19K ﹤0.01%
2,798
-4,562
1239
$19K ﹤0.01%
470
+442
1240
$19K ﹤0.01%
366
+150
1241
$19K ﹤0.01%
307
-32
1242
$19K ﹤0.01%
415
+28
1243
$19K ﹤0.01%
676
1244
$19K ﹤0.01%
237
-47
1245
$19K ﹤0.01%
245
-108
1246
$19K ﹤0.01%
467
+58
1247
$19K ﹤0.01%
300
+1
1248
$19K ﹤0.01%
1,332
+632
1249
$19K ﹤0.01%
7,917
-671
1250
$19K ﹤0.01%
651
+470
48 49
50
51 52