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
476
$227K 0.01%
2,015
+1,861
477
$226K 0.01%
14,634
+3,527
478
$223K 0.01%
3,292
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479
$223K 0.01%
2,645
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$220K 0.01%
775
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481
$219K 0.01%
20,557
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482
$219K 0.01%
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483
$219K 0.01%
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484
$217K 0.01%
2,287
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485
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486
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817
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$213K 0.01%
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488
$212K 0.01%
854
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$211K 0.01%
2,669
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490
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$205K 0.01%
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498
$205K 0.01%
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499
$204K 0.01%
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500
$204K 0.01%
8,542
+1,244