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
$3.06B
AUM Growth
+$1.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,571
New
Increased
Reduced
Closed

Top Buys

1
+$33.5M
2
+$32.6M
3
+$31.5M
4
MSFT icon
Microsoft
MSFT
+$30M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$27.4M

Top Sells

1
+$14.4M
2
+$1.66M
3
+$1.31M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.27M
5
COF icon
Capital One
COF
+$757K

Sector Composition

1 Technology 13.38%
2 Healthcare 8.8%
3 Financials 8.37%
4 Industrials 5.7%
5 Consumer Staples 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.1M 0.07%
9,620
+4,156
227
$2.04M 0.07%
92,209
+64,805
228
$2.02M 0.07%
37,888
+2,103
229
$1.99M 0.06%
50,721
+13,994
230
$1.95M 0.06%
5,895
+5,481
231
$1.9M 0.06%
4,729
+4,561
232
$1.85M 0.06%
30,370
+26,980
233
$1.85M 0.06%
18,064
+1,090
234
$1.83M 0.06%
24,950
-17,297
235
$1.76M 0.06%
8,634
+5,930
236
$1.68M 0.05%
78,923
+45,583
237
$1.64M 0.05%
23,811
+16,936
238
$1.59M 0.05%
7,959
+5,400
239
$1.56M 0.05%
19,104
+11,912
240
$1.56M 0.05%
15,126
-39
241
$1.54M 0.05%
11,564
-108,300
242
$1.54M 0.05%
39,583
+20,131
243
$1.52M 0.05%
58,913
+16,355
244
$1.5M 0.05%
28,099
-5,622
245
$1.49M 0.05%
50,182
+2,771
246
$1.47M 0.05%
26,881
-1,392
247
$1.46M 0.05%
10,182
-154
248
$1.39M 0.05%
43,646
+18,932
249
$1.39M 0.05%
4,891
+4,800
250
$1.36M 0.04%
7,049
+6,187
8 9
10
11 12