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
626
$119K ﹤0.01%
3,641
+2,008
627
$119K ﹤0.01%
1,829
+1,629
628
$119K ﹤0.01%
5,646
629
$119K ﹤0.01%
819
630
$118K ﹤0.01%
1,005
+146
631
$118K ﹤0.01%
652
+647
632
$118K ﹤0.01%
1,309
+698
633
$117K ﹤0.01%
963
+237
634
$117K ﹤0.01%
1,926
+1,739
635
$117K ﹤0.01%
8,096
+172
636
$116K ﹤0.01%
2,113
+2,000
637
$116K ﹤0.01%
4,163
+653
638
$115K ﹤0.01%
3,600
639
$115K ﹤0.01%
1,632
+1,195
640
$115K ﹤0.01%
3,418
+3,228
641
$114K ﹤0.01%
1,555
+53
642
$114K ﹤0.01%
1,369
+128
643
$113K ﹤0.01%
2,913
+2,655
644
$113K ﹤0.01%
1,597
+1,235
645
$113K ﹤0.01%
2,305
+220
646
$112K ﹤0.01%
6,000
647
$111K ﹤0.01%
3,870
-420
648
$111K ﹤0.01%
1,268
+256
649
$110K ﹤0.01%
292
650
$110K ﹤0.01%
3,368
+413
24 25
26
27 28