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
1026
$37K ﹤0.01%
792
-135
1027
$37K ﹤0.01%
321
+5
1028
$36K ﹤0.01%
172
-235
1029
$36K ﹤0.01%
1,239
+1,013
1030
$36K ﹤0.01%
631
+608
1031
$36K ﹤0.01%
245
+3
1032
$36K ﹤0.01%
+1,143
1033
$36K ﹤0.01%
3,281
+1,110
1034
$36K ﹤0.01%
793
1035
$36K ﹤0.01%
1,894
1036
$36K ﹤0.01%
423
+74
1037
$35K ﹤0.01%
546
1038
$35K ﹤0.01%
700
1039
$35K ﹤0.01%
298
+211
1040
$35K ﹤0.01%
561
+115
1041
$35K ﹤0.01%
638
1042
$35K ﹤0.01%
232
1043
$35K ﹤0.01%
423
1044
$35K ﹤0.01%
323
+1
1045
$35K ﹤0.01%
850
1046
$35K ﹤0.01%
4,924
+49
1047
$34K ﹤0.01%
1,131
1048
$34K ﹤0.01%
378
-11
1049
$34K ﹤0.01%
567
+192
1050
$34K ﹤0.01%
302
+2
40 41
42
43 44