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
726
$84K ﹤0.01%
3,538
727
$83K ﹤0.01%
113
+95
728
$83K ﹤0.01%
1,168
+18
729
$83K ﹤0.01%
1,309
+48
730
$83K ﹤0.01%
3,383
+49
731
$82K ﹤0.01%
474
732
$82K ﹤0.01%
+3,000
733
$82K ﹤0.01%
260
-44
734
$82K ﹤0.01%
698
+8
735
$81K ﹤0.01%
2,340
+266
736
$81K ﹤0.01%
1,230
737
$81K ﹤0.01%
945
+157
738
$81K ﹤0.01%
4,000
739
$81K ﹤0.01%
1,514
-111
740
$80K ﹤0.01%
1,276
+1,212
741
$80K ﹤0.01%
1,362
+144
742
$79K ﹤0.01%
+754
743
$79K ﹤0.01%
2,904
744
$78K ﹤0.01%
3,290
+1,723
745
$78K ﹤0.01%
20,000
746
$78K ﹤0.01%
110
747
$77K ﹤0.01%
952
+196
748
$77K ﹤0.01%
+751
749
$77K ﹤0.01%
472
+114
750
$77K ﹤0.01%
1,346
-57
28 29
30
31 32