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
501
$203K 0.01%
9,907
-843
502
$202K 0.01%
3,649
+3,215
503
$201K 0.01%
1,576
+346
504
$200K 0.01%
30,456
+28,947
505
$200K 0.01%
3,406
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506
$198K 0.01%
1,197
+678
507
$198K 0.01%
2,465
+706
508
$197K 0.01%
980
+554
509
$195K 0.01%
1,408
510
$194K 0.01%
937
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511
$193K 0.01%
2,901
+2,640
512
$193K 0.01%
7,651
+3,127
513
$192K 0.01%
729
+511
514
$189K 0.01%
1,012
+219
515
$189K 0.01%
658
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516
$187K 0.01%
7,689
+7,373
517
$185K 0.01%
1,070
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518
$185K 0.01%
1,478
+452
519
$184K 0.01%
2,154
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520
$184K 0.01%
4,204
521
$184K 0.01%
749
+113
522
$183K 0.01%
+4,769
523
$181K 0.01%
9,607
+9,104
524
$181K 0.01%
1,862
525
$179K 0.01%
316
-54
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