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
376
$411K 0.01%
1,431
+1,022
377
$406K 0.01%
9,934
+6,913
378
$402K 0.01%
2,404
+721
379
$402K 0.01%
13,764
+1,991
380
$397K 0.01%
1,023
+514
381
$395K 0.01%
3,192
+144
382
$395K 0.01%
19,572
+13,579
383
$393K 0.01%
18,183
384
$391K 0.01%
3,320
+1,406
385
$386K 0.01%
2,967
+2,949
386
$383K 0.01%
6,575
+255
387
$383K 0.01%
2,220
+10
388
$381K 0.01%
2,871
+2,072
389
$378K 0.01%
1,246
+881
390
$374K 0.01%
8,624
+666
391
$372K 0.01%
812
+525
392
$369K 0.01%
9,475
+400
393
$369K 0.01%
5,246
+3,121
394
$362K 0.01%
5,990
395
$361K 0.01%
6,886
+2,427
396
$358K 0.01%
6,823
-286
397
$357K 0.01%
8,936
+903
398
$357K 0.01%
8,836
+405
399
$356K 0.01%
8,036
+3,364
400
$350K 0.01%
2,599
+2,400
14 15
16
17 18