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
851
$55K ﹤0.01%
589
+574
852
$55K ﹤0.01%
632
+408
853
$55K ﹤0.01%
1,638
+175
854
$55K ﹤0.01%
450
+225
855
$55K ﹤0.01%
1,175
-372
856
$55K ﹤0.01%
1,338
+777
857
$54K ﹤0.01%
735
+145
858
$54K ﹤0.01%
383
+72
859
$54K ﹤0.01%
1,422
860
$54K ﹤0.01%
1,120
+24
861
$54K ﹤0.01%
262
+41
862
$54K ﹤0.01%
801
-185
863
$53K ﹤0.01%
721
-139
864
$53K ﹤0.01%
+889
865
$53K ﹤0.01%
551
+10
866
$53K ﹤0.01%
545
-22
867
$53K ﹤0.01%
731
+8
868
$53K ﹤0.01%
774
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869
$53K ﹤0.01%
1,695
-52
870
$53K ﹤0.01%
440
+95
871
$52K ﹤0.01%
1,441
+505
872
$52K ﹤0.01%
1,220
873
$52K ﹤0.01%
739
-2
874
$52K ﹤0.01%
1,316
+104
875
$52K ﹤0.01%
480
33 34
35
36 37