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
551
$160K 0.01%
843
+29
552
$160K 0.01%
504
+125
553
$159K 0.01%
799
+358
554
$157K 0.01%
1,306
+720
555
$157K 0.01%
4,006
556
$157K 0.01%
3,455
-135
557
$156K 0.01%
8,088
+4,550
558
$156K 0.01%
784
+281
559
$156K 0.01%
3,033
560
$155K 0.01%
1,794
+1,764
561
$153K 0.01%
1,930
+1,836
562
$152K 0.01%
13,453
+21
563
$151K ﹤0.01%
1,383
+470
564
$150K ﹤0.01%
5,427
+10
565
$150K ﹤0.01%
1,552
+230
566
$150K ﹤0.01%
368
+154
567
$150K ﹤0.01%
+3,425
568
$150K ﹤0.01%
1,821
+497
569
$149K ﹤0.01%
793
+775
570
$149K ﹤0.01%
1,803
+192
571
$149K ﹤0.01%
2,276
+1,100
572
$147K ﹤0.01%
13,169
-7
573
$146K ﹤0.01%
1,420
+1,028
574
$146K ﹤0.01%
2,249
+2,182
575
$146K ﹤0.01%
1,358
+113
21 22
23
24 25