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
926
$46K ﹤0.01%
651
927
$46K ﹤0.01%
993
+354
928
$46K ﹤0.01%
589
+109
929
$46K ﹤0.01%
798
+548
930
$46K ﹤0.01%
129
931
$46K ﹤0.01%
+1,396
932
$45K ﹤0.01%
900
-750
933
$45K ﹤0.01%
581
934
$45K ﹤0.01%
755
+102
935
$45K ﹤0.01%
313
+138
936
$45K ﹤0.01%
502
+439
937
$45K ﹤0.01%
2,067
+4
938
$45K ﹤0.01%
1,109
+2
939
$45K ﹤0.01%
+345
940
$45K ﹤0.01%
666
+12
941
$45K ﹤0.01%
536
-3
942
$45K ﹤0.01%
485
+360
943
$45K ﹤0.01%
+870
944
$45K ﹤0.01%
449
+397
945
$45K ﹤0.01%
359
+350
946
$44K ﹤0.01%
1,877
+1,240
947
$44K ﹤0.01%
+2,028
948
$44K ﹤0.01%
1,209
+1,071
949
$44K ﹤0.01%
375
+71
950
$44K ﹤0.01%
513
36 37
38
39 40