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
901
$49K ﹤0.01%
478
+216
902
$49K ﹤0.01%
918
903
$49K ﹤0.01%
764
+634
904
$49K ﹤0.01%
1,045
+154
905
$49K ﹤0.01%
201
+41
906
$49K ﹤0.01%
1,641
+3
907
$49K ﹤0.01%
2,381
+197
908
$49K ﹤0.01%
943
+835
909
$49K ﹤0.01%
99
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910
$49K ﹤0.01%
243
+1
911
$48K ﹤0.01%
1,193
+435
912
$48K ﹤0.01%
123
913
$48K ﹤0.01%
590
914
$48K ﹤0.01%
1,252
+14
915
$48K ﹤0.01%
126
+101
916
$48K ﹤0.01%
5,016
917
$48K ﹤0.01%
937
918
$47K ﹤0.01%
416
+13
919
$47K ﹤0.01%
626
920
$47K ﹤0.01%
247
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921
$47K ﹤0.01%
71
922
$47K ﹤0.01%
978
-302
923
$46K ﹤0.01%
581
+1
924
$46K ﹤0.01%
567
925
$46K ﹤0.01%
567
+248
35 36
37
38 39