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
801
$65K ﹤0.01%
2,296
802
$65K ﹤0.01%
798
+41
803
$65K ﹤0.01%
1,502
-222
804
$65K ﹤0.01%
294
+61
805
$64K ﹤0.01%
1,600
+1,260
806
$64K ﹤0.01%
772
+573
807
$64K ﹤0.01%
846
+47
808
$64K ﹤0.01%
2,152
+2,100
809
$64K ﹤0.01%
717
810
$64K ﹤0.01%
825
+330
811
$64K ﹤0.01%
1,398
+177
812
$63K ﹤0.01%
236
+8
813
$63K ﹤0.01%
623
+3
814
$62K ﹤0.01%
818
+261
815
$62K ﹤0.01%
155
+122
816
$62K ﹤0.01%
4,937
+926
817
$62K ﹤0.01%
1,608
818
$61K ﹤0.01%
1,412
+1,376
819
$61K ﹤0.01%
905
+5
820
$60K ﹤0.01%
1,453
+371
821
$60K ﹤0.01%
458
-5
822
$60K ﹤0.01%
745
+6
823
$60K ﹤0.01%
948
824
$60K ﹤0.01%
204
-146
825
$60K ﹤0.01%
284
31 32
33
34 35