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
401
$347K 0.01%
4,323
-146
402
$346K 0.01%
2,225
+2,197
403
$346K 0.01%
1,948
+180
404
$344K 0.01%
4,484
+1,440
405
$343K 0.01%
+2,436
406
$342K 0.01%
12,527
-176
407
$341K 0.01%
2,253
+1,445
408
$339K 0.01%
2,004
+93
409
$339K 0.01%
1,947
+1,047
410
$336K 0.01%
4,620
+2,669
411
$333K 0.01%
196
+13
412
$333K 0.01%
7,104
+424
413
$333K 0.01%
1,066
+78
414
$332K 0.01%
20,000
415
$329K 0.01%
13,332
-1,133
416
$329K 0.01%
4,375
+15
417
$328K 0.01%
13,900
418
$327K 0.01%
17,688
419
$324K 0.01%
4,794
+3,658
420
$323K 0.01%
12,660
421
$322K 0.01%
18,838
+702
422
$320K 0.01%
6,188
-435
423
$316K 0.01%
4,544
+122
424
$315K 0.01%
1,318
+182
425
$313K 0.01%
2,704
+1,206
15 16
17
18 19