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
126
$1.93M 0.17%
42,862
+6,621
127
$1.92M 0.17%
10,839
-811
128
$1.92M 0.17%
34,412
-2,164
129
$1.92M 0.17%
30,230
+29,539
130
$1.9M 0.17%
19,416
+1,397
131
$1.9M 0.17%
8,143
+365
132
$1.88M 0.17%
25,733
+24,432
133
$1.84M 0.16%
+22,023
134
$1.82M 0.16%
84,894
-16,654
135
$1.81M 0.16%
32,184
+1,165
136
$1.77M 0.16%
19,181
-1,883
137
$1.75M 0.16%
41,740
138
$1.75M 0.16%
37,953
-1,616
139
$1.74M 0.16%
44,991
-9,661
140
$1.68M 0.15%
11,443
-3,843
141
$1.67M 0.15%
24,928
-750
142
$1.6M 0.14%
20,285
+2,976
143
$1.54M 0.14%
32,591
-1,494
144
$1.47M 0.13%
24,595
-1,475
145
$1.46M 0.13%
21,920
-151
146
$1.43M 0.13%
23,632
+22,093
147
$1.42M 0.13%
15,568
+723
148
$1.4M 0.12%
8,662
-2,157
149
$1.38M 0.12%
13,961
-6,164
150
$1.37M 0.12%
62,744
+59,637
4 5
6
7 8