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
1176
$26K ﹤0.01%
212
1177
$26K ﹤0.01%
335
-3
1178
$26K ﹤0.01%
725
1179
$25K ﹤0.01%
+125
1180
$25K ﹤0.01%
639
+121
1181
$25K ﹤0.01%
1,180
+677
1182
$25K ﹤0.01%
365
+189
1183
$25K ﹤0.01%
760
+28
1184
$25K ﹤0.01%
842
1185
$25K ﹤0.01%
314
+275
1186
$25K ﹤0.01%
525
-9
1187
$25K ﹤0.01%
885
+260
1188
$25K ﹤0.01%
108
+40
1189
$25K ﹤0.01%
+650
1190
$25K ﹤0.01%
+1,488
1191
$25K ﹤0.01%
20
1192
$25K ﹤0.01%
+222
1193
$25K ﹤0.01%
220
+84
1194
$25K ﹤0.01%
1,072
+735
1195
$25K ﹤0.01%
1,028
1196
$25K ﹤0.01%
594
+589
1197
$24K ﹤0.01%
84
+4
1198
$24K ﹤0.01%
385
+206
1199
$24K ﹤0.01%
355
1200
$24K ﹤0.01%
332
+330
46 47
48
49 50