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
251
$1.36M 0.04%
13,477
+13,246
252
$1.32M 0.04%
3,813
+2,165
253
$1.32M 0.04%
5,726
+2,521
254
$1.32M 0.04%
556
+298
255
$1.32M 0.04%
6,723
+244
256
$1.3M 0.04%
28,091
+605
257
$1.3M 0.04%
23,458
-348
258
$1.29M 0.04%
14,596
-18,784
259
$1.22M 0.04%
15,416
+10,931
260
$1.22M 0.04%
9,455
+842
261
$1.19M 0.04%
23,970
+20,370
262
$1.18M 0.04%
23,956
+5,335
263
$1.18M 0.04%
19,125
+371
264
$1.14M 0.04%
18,929
+5,853
265
$1.11M 0.04%
7,130
+3,348
266
$1.1M 0.04%
13,989
+6,412
267
$1.09M 0.04%
4,143
+1,348
268
$1.09M 0.04%
4,958
+2,433
269
$1.08M 0.04%
12,789
+891
270
$1.08M 0.04%
3,225
+1,935
271
$1.05M 0.03%
29,429
+15,024
272
$962K 0.03%
9,786
+1,963
273
$949K 0.03%
7,732
+205
274
$935K 0.03%
6,267
+4,745
275
$927K 0.03%
9,539
+269
9 10
11
12 13