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
$1.28B
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,765
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$5.1M
3
+$5.08M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.18M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.84M

Top Sells

1
+$5.26M
2
+$4.94M
3
+$3.23M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$3.21M
5
IYR icon
iShares US Real Estate ETF
IYR
+$3.13M

Sector Composition

1 Technology 10.01%
2 Healthcare 8.19%
3 Financials 8.02%
4 Consumer Staples 5.51%
5 Industrials 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$582K 0.05%
9,430
-2,781
202
$575K 0.04%
19,601
-16,090
203
$572K 0.04%
3,391
-57
204
$572K 0.04%
11,200
-11,800
205
$555K 0.04%
3,910
-18
206
$537K 0.04%
8,529
-3,516
207
$529K 0.04%
4,140
208
$527K 0.04%
1,835
-76
209
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11,650
-3,722
210
$524K 0.04%
11,026
-1,516
211
$524K 0.04%
9,019
-80
212
$506K 0.04%
35,400
213
$500K 0.04%
34,850
214
$494K 0.04%
18,046
-2,925
215
$492K 0.04%
5,652
+2,253
216
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217
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2,970
218
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4,105
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219
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10,725
-10,400
220
$459K 0.04%
8,303
-246
221
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9,200
+1,300
222
$453K 0.04%
2,404
+238
223
$452K 0.04%
56,622
-14,174
224
$450K 0.04%
2,966
-271
225
$449K 0.04%
4,832
7 8
9
10 11