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 0-1 Year 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
2001
$1K ﹤0.01%
+12
2002
$1K ﹤0.01%
148
2003
$1K ﹤0.01%
34
+28
2004
$1K ﹤0.01%
69
2005
$1K ﹤0.01%
10
2006
$1K ﹤0.01%
21
2007
$1K ﹤0.01%
15
2008
$1K ﹤0.01%
67
-10
2009
$1K ﹤0.01%
+23
2010
$1K ﹤0.01%
46
2011
$1K ﹤0.01%
33
2012
$1K ﹤0.01%
19
2013
$1K ﹤0.01%
61
-160
2014
$1K ﹤0.01%
170
2015
$1K ﹤0.01%
+34
2016
$1K ﹤0.01%
14
-100
2017
$1K ﹤0.01%
125
2018
$1K ﹤0.01%
44
2019
$1K ﹤0.01%
52
2020
$1K ﹤0.01%
139
2021
$1K ﹤0.01%
25
+18
2022
$1K ﹤0.01%
63
2023
$1K ﹤0.01%
39
+34
2024
$1K ﹤0.01%
812
+280
2025
$1K ﹤0.01%
92
79 80
81
82 83