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
2026
$1K ﹤0.01%
24
2027
$1K ﹤0.01%
9
2028
$1K ﹤0.01%
+28
2029
$1K ﹤0.01%
14
2030
$1K ﹤0.01%
26
2031
$1K ﹤0.01%
9
2032
$1K ﹤0.01%
83
2033
$1K ﹤0.01%
10
+4
2034
$1K ﹤0.01%
152
2035
$1K ﹤0.01%
32
2036
$1K ﹤0.01%
9
2037
$1K ﹤0.01%
37
2038
$1K ﹤0.01%
36
2039
$1K ﹤0.01%
52
2040
$1K ﹤0.01%
27
-9
2041
$1K ﹤0.01%
29
+11
2042
$1K ﹤0.01%
8
2043
$1K ﹤0.01%
7
-110
2044
$1K ﹤0.01%
68
2045
$1K ﹤0.01%
108
-418
2046
$1K ﹤0.01%
150
2047
$1K ﹤0.01%
570
+379
2048
$1K ﹤0.01%
+144
2049
$1K ﹤0.01%
+9
2050
$1K ﹤0.01%
+34
80 81
82
83 84