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
$3.6B
AUM Growth
+$310M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,437
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$6.01M
3
+$5.32M
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$3.72M
5
VTV icon
Vanguard Value ETF
VTV
+$3.27M

Top Sells

1
+$11.9M
2
+$4.7M
3
+$4.53M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.72M
5
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$3.02M

Sector Composition

1 Technology 14.94%
2 Financials 8.41%
3 Healthcare 7.79%
4 Industrials 5.68%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$1.09K ﹤0.01%
59
2002
$1.09K ﹤0.01%
158
2003
$1.09K ﹤0.01%
+250
2004
$1.08K ﹤0.01%
15
2005
$1.08K ﹤0.01%
11
-9
2006
$1.08K ﹤0.01%
27
2007
$1.08K ﹤0.01%
+267
2008
$1.06K ﹤0.01%
83
2009
$1.06K ﹤0.01%
46
-20
2010
$1.04K ﹤0.01%
14
-3
2011
$1.04K ﹤0.01%
47
2012
$1.04K ﹤0.01%
+38
2013
$1.04K ﹤0.01%
87
2014
$1.04K ﹤0.01%
146
2015
$1.03K ﹤0.01%
99
2016
$1K ﹤0.01%
26
2017
$1K ﹤0.01%
+33
2018
$994 ﹤0.01%
440
2019
$986 ﹤0.01%
217
2020
$975 ﹤0.01%
25
-15
2021
$963 ﹤0.01%
47
+39
2022
$959 ﹤0.01%
35
2023
$955 ﹤0.01%
110
2024
$954 ﹤0.01%
47
-11
2025
$952 ﹤0.01%
28
+1
79 80
81
82 83