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
601
$128K ﹤0.01%
572
+249
602
$128K ﹤0.01%
948
+120
603
$128K ﹤0.01%
9,845
-1,767
604
$128K ﹤0.01%
1,220
+156
605
$127K ﹤0.01%
921
+24
606
$126K ﹤0.01%
373
+54
607
$126K ﹤0.01%
1,440
+24
608
$126K ﹤0.01%
957
+111
609
$126K ﹤0.01%
1,500
+1,200
610
$126K ﹤0.01%
3,976
+1,941
611
$126K ﹤0.01%
467
612
$125K ﹤0.01%
169
+82
613
$125K ﹤0.01%
+468
614
$125K ﹤0.01%
724
+67
615
$124K ﹤0.01%
909
+860
616
$124K ﹤0.01%
+1,689
617
$123K ﹤0.01%
551
+3
618
$123K ﹤0.01%
2,213
+970
619
$122K ﹤0.01%
4,038
620
$122K ﹤0.01%
1,201
+20
621
$121K ﹤0.01%
2,434
+66
622
$121K ﹤0.01%
2,186
-242
623
$121K ﹤0.01%
337
+4
624
$120K ﹤0.01%
305
+27
625
$120K ﹤0.01%
1,959
-12
23 24
25
26 27