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
1101
$31K ﹤0.01%
490
1102
$31K ﹤0.01%
461
+422
1103
$31K ﹤0.01%
1,235
+539
1104
$30K ﹤0.01%
+1,000
1105
$30K ﹤0.01%
4,296
1106
$30K ﹤0.01%
371
+2
1107
$30K ﹤0.01%
541
1108
$30K ﹤0.01%
693
+48
1109
$30K ﹤0.01%
320
+113
1110
$30K ﹤0.01%
262
+10
1111
$30K ﹤0.01%
1,452
+18
1112
$30K ﹤0.01%
349
+9
1113
$30K ﹤0.01%
562
+162
1114
$30K ﹤0.01%
81
+28
1115
$30K ﹤0.01%
700
+204
1116
$30K ﹤0.01%
1,636
+1,000
1117
$30K ﹤0.01%
902
+49
1118
$29K ﹤0.01%
954
1119
$29K ﹤0.01%
1,050
1120
$29K ﹤0.01%
+361
1121
$29K ﹤0.01%
+1,923
1122
$29K ﹤0.01%
+290
1123
$29K ﹤0.01%
485
1124
$29K ﹤0.01%
560
+529
1125
$29K ﹤0.01%
+585
43 44
45
46 47