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
526
$179K 0.01%
2,562
-432
527
$178K 0.01%
1,259
+536
528
$175K 0.01%
+6,167
529
$175K 0.01%
3,666
-222
530
$174K 0.01%
+1,464
531
$173K 0.01%
4,558
+163
532
$173K 0.01%
4,750
+3,600
533
$170K 0.01%
5,037
+4,382
534
$170K 0.01%
2,552
+2,484
535
$170K 0.01%
124
+67
536
$170K 0.01%
1,356
+523
537
$169K 0.01%
+2,862
538
$169K 0.01%
1,838
+897
539
$169K 0.01%
1,551
+204
540
$168K 0.01%
249
+16
541
$166K 0.01%
1,935
+1,824
542
$166K 0.01%
2,754
+1,412
543
$165K 0.01%
1,030
-9
544
$164K 0.01%
220
+15
545
$163K 0.01%
2,027
+969
546
$163K 0.01%
1,221
+224
547
$163K 0.01%
2,046
-84
548
$161K 0.01%
+1,867
549
$161K 0.01%
912
+622
550
$160K 0.01%
3,353
+741
20 21
22
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