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
1051
$34K ﹤0.01%
245
1052
$34K ﹤0.01%
220
+80
1053
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979
+754
1054
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306
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1055
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+1,010
1056
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2,174
-310
1057
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774
1058
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298
+132
1059
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172
+40
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216
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1061
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1,152
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1062
$33K ﹤0.01%
1,482
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1063
$33K ﹤0.01%
499
+26
1064
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251
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1065
$33K ﹤0.01%
1,332
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383
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1067
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217
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1069
$33K ﹤0.01%
1,902
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$33K ﹤0.01%
504
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$33K ﹤0.01%
470
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$33K ﹤0.01%
675
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1073
$33K ﹤0.01%
863
+207
1074
$32K ﹤0.01%
458
1075
$32K ﹤0.01%
638
+542