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
1151
$27K ﹤0.01%
105
+71
1152
$27K ﹤0.01%
1,139
+603
1153
$27K ﹤0.01%
701
+214
1154
$27K ﹤0.01%
134
+1
1155
$27K ﹤0.01%
292
+226
1156
$27K ﹤0.01%
302
+58
1157
$27K ﹤0.01%
898
+295
1158
$27K ﹤0.01%
+322
1159
$27K ﹤0.01%
297
1160
$27K ﹤0.01%
341
+278
1161
$27K ﹤0.01%
307
+163
1162
$27K ﹤0.01%
335
+7
1163
$27K ﹤0.01%
661
+7
1164
$27K ﹤0.01%
339
-55
1165
$26K ﹤0.01%
219
1166
$26K ﹤0.01%
217
+7
1167
$26K ﹤0.01%
2,804
1168
$26K ﹤0.01%
643
1169
$26K ﹤0.01%
1,044
+9
1170
$26K ﹤0.01%
530
-42
1171
$26K ﹤0.01%
2,003
+32
1172
$26K ﹤0.01%
143
-33
1173
$26K ﹤0.01%
42
+38
1174
$26K ﹤0.01%
25
+1
1175
$26K ﹤0.01%
1,298
+618
45 46
47
48 49