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
1201
$24K ﹤0.01%
288
+278
1202
$24K ﹤0.01%
413
+205
1203
$24K ﹤0.01%
+353
1204
$24K ﹤0.01%
764
1205
$24K ﹤0.01%
+870
1206
$24K ﹤0.01%
96
+1
1207
$24K ﹤0.01%
151
1208
$24K ﹤0.01%
+1,000
1209
$24K ﹤0.01%
+906
1210
$24K ﹤0.01%
233
+31
1211
$24K ﹤0.01%
+377
1212
$24K ﹤0.01%
938
+534
1213
$24K ﹤0.01%
+2,407
1214
$24K ﹤0.01%
+427
1215
$23K ﹤0.01%
519
+154
1216
$23K ﹤0.01%
+137
1217
$23K ﹤0.01%
572
1218
$23K ﹤0.01%
+982
1219
$23K ﹤0.01%
1,073
+516
1220
$23K ﹤0.01%
5,385
1221
$23K ﹤0.01%
357
1222
$23K ﹤0.01%
116
+1
1223
$23K ﹤0.01%
727
+57
1224
$23K ﹤0.01%
194
1225
$23K ﹤0.01%
1,548
+350