FHA

First Horizon Advisors Portfolio holdings

AUM $3.85B
1-Year Est. Return 16.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.99%
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
+$2.85M
2
+$2.27M
3
+$2.13M
4
INTC icon
Intel
INTC
+$2.05M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.64M

Top Sells

1
+$15.5M
2
+$11.6M
3
+$11.3M
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$9.88M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$7.33M

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
2026
$1K ﹤0.01%
7
-110
2027
$1K ﹤0.01%
68
2028
$1K ﹤0.01%
108
-418
2029
$1K ﹤0.01%
150
2030
$1K ﹤0.01%
570
+379
2031
$1K ﹤0.01%
+144
2032
$1K ﹤0.01%
+9
2033
$1K ﹤0.01%
+34
2034
$1K ﹤0.01%
29
-52
2035
$1K ﹤0.01%
+36
2036
$1K ﹤0.01%
+21
2037
$1K ﹤0.01%
19
2038
$1K ﹤0.01%
25
2039
$1K ﹤0.01%
15
2040
$1K ﹤0.01%
+223
2041
$1K ﹤0.01%
113
-348
2042
$1K ﹤0.01%
46
2043
$1K ﹤0.01%
4
-65
2044
$1K ﹤0.01%
17
2045
$1K ﹤0.01%
78
+7
2046
$1K ﹤0.01%
+33
2047
$1K ﹤0.01%
50
2048
$1K ﹤0.01%
70
+22
2049
$1K ﹤0.01%
49
2050
$1K ﹤0.01%
86
80 81
82
83 84