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
701
$91K ﹤0.01%
1,469
+237
702
$91K ﹤0.01%
272
+153
703
$91K ﹤0.01%
+1,136
704
$90K ﹤0.01%
1,798
+170
705
$90K ﹤0.01%
542
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706
$90K ﹤0.01%
4,392
+49
707
$89K ﹤0.01%
796
+215
708
$89K ﹤0.01%
290
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709
$89K ﹤0.01%
+1,885
710
$88K ﹤0.01%
2,427
711
$88K ﹤0.01%
347
-42
712
$88K ﹤0.01%
+1,120
713
$88K ﹤0.01%
4,216
+113
714
$87K ﹤0.01%
2,007
715
$87K ﹤0.01%
1,754
+317
716
$87K ﹤0.01%
891
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717
$87K ﹤0.01%
2,046
-152
718
$87K ﹤0.01%
270
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719
$86K ﹤0.01%
450
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720
$86K ﹤0.01%
604
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721
$86K ﹤0.01%
2,446
+50
722
$84K ﹤0.01%
713
723
$84K ﹤0.01%
2,875
724
$84K ﹤0.01%
563
+555
725
$84K ﹤0.01%
3,538