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
951
$44K ﹤0.01%
363
952
$44K ﹤0.01%
+2,325
953
$44K ﹤0.01%
+259
954
$44K ﹤0.01%
3,016
955
$44K ﹤0.01%
+810
956
$44K ﹤0.01%
281
957
$44K ﹤0.01%
1,142
+392
958
$44K ﹤0.01%
247
+3
959
$43K ﹤0.01%
91
+30
960
$43K ﹤0.01%
298
+191
961
$43K ﹤0.01%
1,355
-1,018
962
$43K ﹤0.01%
1,351
+995
963
$43K ﹤0.01%
1,053
+318
964
$43K ﹤0.01%
146
-100
965
$43K ﹤0.01%
143
+22
966
$43K ﹤0.01%
297
+63
967
$42K ﹤0.01%
410
+74
968
$42K ﹤0.01%
677
+393
969
$42K ﹤0.01%
363
-154
970
$42K ﹤0.01%
1,031
+183
971
$42K ﹤0.01%
276
+152
972
$42K ﹤0.01%
566
+58
973
$42K ﹤0.01%
35
+27
974
$42K ﹤0.01%
2,970
975
$41K ﹤0.01%
203
+29
37 38
39
40 41