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
2201
$0 ﹤0.01%
3
2202
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2203
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2204
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2205
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2206
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+17
2207
– –
-625
2208
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2209
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2210
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2211
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2212
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2213
$0 ﹤0.01%
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2214
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2215
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2216
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2217
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2218
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2219
$0 ﹤0.01%
28
2220
– –
-1,784
2221
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-264
2222
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2223
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2224
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2225
$0 ﹤0.01%
12
87 88
89
90 91