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
2026
$944 ﹤0.01%
+4
2027
$943 ﹤0.01%
8
2028
$942 ﹤0.01%
12
2029
$936 ﹤0.01%
21
2030
$918 ﹤0.01%
+8
2031
$917 ﹤0.01%
4
-722
2032
$912 ﹤0.01%
14
-24
2033
$905 ﹤0.01%
32
2034
$900 ﹤0.01%
20
2035
$893 ﹤0.01%
+20
2036
$892 ﹤0.01%
14
2037
$884 ﹤0.01%
1
2038
$862 ﹤0.01%
31
-24
2039
$858 ﹤0.01%
8
2040
$836 ﹤0.01%
18
2041
$835 ﹤0.01%
45
2042
$826 ﹤0.01%
+64
2043
$820 ﹤0.01%
55
2044
$818 ﹤0.01%
35
2045
$817 ﹤0.01%
4
2046
$815 ﹤0.01%
17
2047
$810 ﹤0.01%
53
-68
2048
$809 ﹤0.01%
+16
2049
$806 ﹤0.01%
54
2050
$797 ﹤0.01%
28
80 81
82
83 84