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
351
$464K 0.02%
7,999
+2,081
352
$463K 0.02%
12,737
+421
353
$460K 0.02%
6,315
+5,594
354
$458K 0.02%
9,255
+8,173
355
$455K 0.01%
18,014
-3,774
356
$455K 0.01%
18,917
+1,164
357
$452K 0.01%
4,495
-123
358
$449K 0.01%
3,696
-18
359
$445K 0.01%
10,012
+7,099
360
$442K 0.01%
2,252
+1,961
361
$439K 0.01%
2,957
+1,565
362
$438K 0.01%
17,718
+1,257
363
$436K 0.01%
8,472
+5,469
364
$433K 0.01%
7,394
365
$432K 0.01%
258
+71
366
$427K 0.01%
1,788
-37
367
$427K 0.01%
12,057
+2,014
368
$422K 0.01%
2,960
+1,138
369
$422K 0.01%
16,671
+100
370
$420K 0.01%
2,909
+593
371
$419K 0.01%
5,362
372
$418K 0.01%
965
+562
373
$416K 0.01%
24,908
-1,888
374
$414K 0.01%
3,228
+663
375
$411K 0.01%
6,903
+3,967
13 14
15
16 17