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
826
$60K ﹤0.01%
60
+5
827
$59K ﹤0.01%
1,399
+275
828
$59K ﹤0.01%
407
+36
829
$59K ﹤0.01%
836
830
$59K ﹤0.01%
7,790
+128
831
$59K ﹤0.01%
971
832
$59K ﹤0.01%
353
+15
833
$58K ﹤0.01%
229
+115
834
$58K ﹤0.01%
1,090
+556
835
$58K ﹤0.01%
1,704
+5
836
$58K ﹤0.01%
523
+53
837
$58K ﹤0.01%
1,098
+53
838
$57K ﹤0.01%
349
+152
839
$57K ﹤0.01%
501
+151
840
$57K ﹤0.01%
1,417
+56
841
$57K ﹤0.01%
389
842
$57K ﹤0.01%
559
+58
843
$57K ﹤0.01%
4,116
844
$56K ﹤0.01%
632
+106
845
$56K ﹤0.01%
517
+62
846
$56K ﹤0.01%
962
847
$56K ﹤0.01%
923
848
$56K ﹤0.01%
1,023
849
$55K ﹤0.01%
912
-53
850
$55K ﹤0.01%
591
32 33
34
35 36