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
76
$11.9M 0.39%
170,168
+159,845
77
$11.9M 0.39%
152,085
+118,710
78
$11.8M 0.39%
73,852
+65,501
79
$11.8M 0.39%
27,744
+26,841
80
$11.6M 0.38%
179,628
+179,244
81
$11.5M 0.38%
68,612
+4,848
82
$11.4M 0.37%
+44,866
83
$11.3M 0.37%
212,842
+8,965
84
$11.3M 0.37%
50,368
+10,774
85
$11.1M 0.36%
75,874
+59,330
86
$11.1M 0.36%
56,669
-1,274
87
$11.1M 0.36%
88,346
+7,817
88
$11M 0.36%
104,731
+7,867
89
$10.8M 0.35%
55,294
+4,486
90
$10.6M 0.35%
54,414
+50,248
91
$10.5M 0.34%
104,341
+102,777
92
$10.1M 0.33%
180,735
+16,812
93
$10.1M 0.33%
45,717
+21,453
94
$10M 0.33%
123,776
+20,864
95
$10M 0.33%
41,571
+32,373
96
$9.82M 0.32%
46,199
+18,014
97
$9.82M 0.32%
18,207
+17,097
98
$9.76M 0.32%
118,397
+17,222
99
$9.73M 0.32%
89,663
+8,739
100
$9.66M 0.32%
280,190
+28,537