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
2426
– –
-3,548
2427
$0 ﹤0.01%
+35
2428
– –
-128
2429
– –
-12
2430
$0 ﹤0.01%
9
2431
– –
-133
2432
$0 ﹤0.01%
+82
2433
$0 ﹤0.01%
220
2434
– –
0
2435
– –
-790
2436
$0 ﹤0.01%
4
2437
$0 ﹤0.01%
48
2438
$0 ﹤0.01%
+94
2439
– –
-39
2440
$0 ﹤0.01%
36
-14
2441
– –
-300
2442
– –
-115
2443
– –
-86
2444
– –
-7
2445
– –
-998
2446
$0 ﹤0.01%
+7
2447
$0 ﹤0.01%
4
2448
$0 ﹤0.01%
10
2449
– –
-45
2450
$0 ﹤0.01%
7
95 96 97
98
99