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
451
$263K 0.01%
671
+354
452
$263K 0.01%
7,706
+1,720
453
$261K 0.01%
1,768
-6
454
$260K 0.01%
1,232
+1,041
455
$258K 0.01%
11,800
+7,850
456
$258K 0.01%
12,575
+775
457
$256K 0.01%
5,776
+3,810
458
$255K 0.01%
1,968
+1,246
459
$252K 0.01%
680
+71
460
$251K 0.01%
14,416
+13,567
461
$250K 0.01%
378
+141
462
$250K 0.01%
+7,857
463
$249K 0.01%
1,693
+119
464
$249K 0.01%
2,234
+12
465
$248K 0.01%
6,814
+3,712
466
$247K 0.01%
8,069
-372
467
$246K 0.01%
3,073
+2,114
468
$245K 0.01%
1,481
+329
469
$244K 0.01%
1,911
+107
470
$243K 0.01%
5,765
471
$239K 0.01%
4,120
-382
472
$233K 0.01%
5,501
+137
473
$232K 0.01%
3,317
+328
474
$228K 0.01%
5,610
+2,400
475
$228K 0.01%
3,790
+644
17 18
19
20 21