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
976
$41K ﹤0.01%
+2,225
977
$41K ﹤0.01%
1,032
+969
978
$41K ﹤0.01%
1,585
979
$41K ﹤0.01%
1,148
980
$41K ﹤0.01%
1,762
981
$41K ﹤0.01%
271
+71
982
$41K ﹤0.01%
661
983
$41K ﹤0.01%
1,599
+403
984
$41K ﹤0.01%
463
-40
985
$41K ﹤0.01%
4,495
986
$41K ﹤0.01%
293
-199
987
$41K ﹤0.01%
897
+667
988
$40K ﹤0.01%
314
989
$40K ﹤0.01%
670
990
$40K ﹤0.01%
633
-203
991
$40K ﹤0.01%
561
-152
992
$40K ﹤0.01%
1,253
993
$40K ﹤0.01%
615
+192
994
$40K ﹤0.01%
962
-227
995
$40K ﹤0.01%
1,031
-195
996
$40K ﹤0.01%
1,055
+1,044
997
$40K ﹤0.01%
156
998
$39K ﹤0.01%
251
-112
999
$39K ﹤0.01%
962
+134
1000
$39K ﹤0.01%
1,412
-37