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 Short 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
$0 ﹤0.01%
4
2177
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-8
2178
$0 ﹤0.01%
41
2179
$0 ﹤0.01%
4,500
2180
– –
-2,000
2181
– –
-25
2182
$0 ﹤0.01%
29
2183
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800
2184
$0 ﹤0.01%
175
2185
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-1,000
2186
$0 ﹤0.01%
+15
2187
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-273
2188
– –
-146
2189
$0 ﹤0.01%
38,750
2190
– –
-34
2191
– –
-60
2192
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-17
2193
– –
-30
2194
$0 ﹤0.01%
182
2195
$0 ﹤0.01%
40
2196
$0 ﹤0.01%
500
2197
– –
-476
2198
$0 ﹤0.01%
+25
2199
– –
-9
2200
– –
-7
86 87
88
89 90