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
2001
$1K ﹤0.01%
39
2002
$1K ﹤0.01%
56
-13
2003
$1K ﹤0.01%
50
-8
2004
$1K ﹤0.01%
165
2005
$1K ﹤0.01%
24
2006
$1K ﹤0.01%
9
2007
$1K ﹤0.01%
+28
2008
$1K ﹤0.01%
14
2009
$1K ﹤0.01%
26
2010
$1K ﹤0.01%
9
2011
$1K ﹤0.01%
83
2012
$1K ﹤0.01%
10
+4
2013
$1K ﹤0.01%
152
2014
$1K ﹤0.01%
36
2015
$1K ﹤0.01%
52
2016
$1K ﹤0.01%
27
-9
2017
$1K ﹤0.01%
29
+11
2018
$1K ﹤0.01%
8
2019
$1K ﹤0.01%
7
-110
2020
$1K ﹤0.01%
68
2021
$1K ﹤0.01%
108
-418
2022
$1K ﹤0.01%
150
2023
$1K ﹤0.01%
570
+379
2024
$1K ﹤0.01%
+144
2025
$1K ﹤0.01%
+9
79 80
81
82 83