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
51
$17M 0.56%
168,836
+11,204
52
$17M 0.55%
29,452
+27,662
53
$16.9M 0.55%
334,829
+49,787
54
$16.5M 0.54%
305,589
+262,439
55
$16.2M 0.53%
617,393
+23,328
56
$16M 0.52%
135,144
+104,270
57
$15.7M 0.51%
66,502
+2,784
58
$15.7M 0.51%
275,535
+30,209
59
$15.6M 0.51%
222,938
+20,420
60
$14.8M 0.48%
54,537
+51,106
61
$14.8M 0.48%
293,615
+11,789
62
$14.8M 0.48%
87,332
+23,757
63
$13.7M 0.45%
135,386
+115,391
64
$13.5M 0.44%
179,952
+136,584
65
$13.5M 0.44%
220,994
+15,447
66
$13.5M 0.44%
143,384
+10,517
67
$13.4M 0.44%
314,965
+9,609
68
$13.2M 0.43%
186,464
+20,532
69
$13M 0.43%
49,042
+30,657
70
$12.9M 0.42%
96,670
+9,148
71
$12.9M 0.42%
43,854
+35,502
72
$12.6M 0.41%
111,416
+109,286
73
$12.4M 0.4%
27,523
+26,078
74
$12M 0.39%
80,102
+14,468
75
$12M 0.39%
80,455
+3,039
1 2
3
4 5