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
1001
$39K ﹤0.01%
468
+48
1002
$39K ﹤0.01%
248
1003
$39K ﹤0.01%
+1,755
1004
$39K ﹤0.01%
767
+357
1005
$39K ﹤0.01%
+562
1006
$38K ﹤0.01%
498
-189
1007
$38K ﹤0.01%
+1,000
1008
$38K ﹤0.01%
1,440
1009
$38K ﹤0.01%
403
+12
1010
$38K ﹤0.01%
536
+518
1011
$38K ﹤0.01%
+992
1012
$38K ﹤0.01%
627
1013
$38K ﹤0.01%
350
1014
$38K ﹤0.01%
1,068
+21
1015
$38K ﹤0.01%
350
+84
1016
$38K ﹤0.01%
+2,227
1017
$38K ﹤0.01%
514
+2
1018
$37K ﹤0.01%
643
+155
1019
$37K ﹤0.01%
254
1020
$37K ﹤0.01%
561
+179
1021
$37K ﹤0.01%
508
+126
1022
$37K ﹤0.01%
654
+223
1023
$37K ﹤0.01%
+328
1024
$37K ﹤0.01%
198
+136
1025
$37K ﹤0.01%
+1,000
39 40
41
42 43