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
$1.73B
AUM Growth
+$241M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,108
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$6.83M
3
+$5.81M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.41M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$5.14M

Top Sells

1
+$5.42M
2
+$1.77M
3
+$1.76M
4
AAPL icon
Apple
AAPL
+$1.6M
5
MS icon
Morgan Stanley
MS
+$1.2M

Sector Composition

1 Technology 11.91%
2 Financials 8.2%
3 Healthcare 7.71%
4 Industrials 5.42%
5 Consumer Staples 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$866K 0.05%
17,602
202
$850K 0.05%
8,645
+1,065
203
$820K 0.05%
10,894
+695
204
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4,836
+1,490
205
$795K 0.05%
8,113
-3
206
$790K 0.05%
36,586
-15,860
207
$790K 0.05%
24,726
+5,788
208
$755K 0.04%
9,735
-15,524
209
$752K 0.04%
2,650
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210
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12,698
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211
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3,387
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212
$739K 0.04%
3,670
-176
213
$736K 0.04%
4,717
214
$721K 0.04%
26,566
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215
$717K 0.04%
9,871
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216
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217
$698K 0.04%
12,147
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218
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219
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-175
220
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221
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3,085
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222
$678K 0.04%
8,044
223
$678K 0.04%
9,442
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224
$676K 0.04%
9,228
-8
225
$676K 0.04%
4,292
+842
7 8
9
10 11