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
2176
– –
-21
2177
– –
-257
2178
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-50
2179
– –
-5
2180
– –
-4,714
2181
– –
-405
2182
$0 ﹤0.01%
1
2183
$0 ﹤0.01%
4,500
2184
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-23
2185
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-54
2186
$0 ﹤0.01%
+17
2187
$0 ﹤0.01%
4
2188
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-8
2189
$0 ﹤0.01%
41
2190
$0 ﹤0.01%
4,500
2191
– –
-2,000
2192
– –
-25
2193
$0 ﹤0.01%
29
2194
$0 ﹤0.01%
800
2195
$0 ﹤0.01%
175
2196
– –
-1,000
2197
$0 ﹤0.01%
+15
2198
– –
-273
2199
– –
-146
2200
$0 ﹤0.01%
38,750
86 87
88
89 90