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
876
$52K ﹤0.01%
2,858
877
$52K ﹤0.01%
111
+95
878
$52K ﹤0.01%
225
879
$52K ﹤0.01%
846
-63
880
$52K ﹤0.01%
520
+200
881
$52K ﹤0.01%
+721
882
$52K ﹤0.01%
1,522
-48
883
$52K ﹤0.01%
10,815
-85
884
$51K ﹤0.01%
629
+30
885
$51K ﹤0.01%
457
+33
886
$51K ﹤0.01%
285
+82
887
$51K ﹤0.01%
2,068
-1,368
888
$51K ﹤0.01%
755
-190
889
$51K ﹤0.01%
548
+376
890
$50K ﹤0.01%
636
891
$50K ﹤0.01%
384
-19
892
$50K ﹤0.01%
940
+109
893
$50K ﹤0.01%
329
-136
894
$50K ﹤0.01%
2,481
+1,470
895
$50K ﹤0.01%
960
-35
896
$50K ﹤0.01%
2,927
+1,430
897
$50K ﹤0.01%
914
+736
898
$50K ﹤0.01%
1,373
+710
899
$50K ﹤0.01%
2,337
-2,400
900
$49K ﹤0.01%
1,407
+10
34 35
36
37 38