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
1126
$29K ﹤0.01%
671
1127
$29K ﹤0.01%
276
+186
1128
$29K ﹤0.01%
483
-61
1129
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68
+67
1130
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110
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241
+99
1132
$28K ﹤0.01%
757
+564
1133
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+847
1134
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62
1135
$28K ﹤0.01%
255
+31
1136
$28K ﹤0.01%
566
1137
$28K ﹤0.01%
1,323
+1,005
1138
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6
+2
1139
$28K ﹤0.01%
365
1140
$28K ﹤0.01%
881
+220
1141
$28K ﹤0.01%
1,105
+1,062
1142
$28K ﹤0.01%
297
-103
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$28K ﹤0.01%
334
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1144
$28K ﹤0.01%
431
+60
1145
$28K ﹤0.01%
+1,091
1146
$28K ﹤0.01%
+668
1147
$28K ﹤0.01%
974
+632
1148
$28K ﹤0.01%
1,118
1149
$28K ﹤0.01%
404
-152
1150
$27K ﹤0.01%
1,216
+761