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
101
$9.58M 0.31%
183,733
+15,057
102
$9.47M 0.31%
35,100
+32,254
103
$9.47M 0.31%
180,529
+155,686
104
$9.39M 0.31%
134,817
+1,242
105
$9.31M 0.3%
56,522
+53,001
106
$9.28M 0.3%
52,929
+50,288
107
$9.21M 0.3%
26,697
+25,989
108
$9.15M 0.3%
32,738
+14,107
109
$9.08M 0.3%
92,265
+22,717
110
$8.97M 0.29%
46,729
+34,947
111
$8.93M 0.29%
176,631
-1,561
112
$8.86M 0.29%
26,105
+15,340
113
$8.83M 0.29%
162,801
+23,798
114
$8.35M 0.27%
112,522
+12,986
115
$8.34M 0.27%
52,914
+49,070
116
$8.14M 0.27%
243,693
+231,341
117
$8.11M 0.26%
13,324
+13,026
118
$8.04M 0.26%
118,678
+107,083
119
$7.99M 0.26%
37,656
+7,599
120
$7.99M 0.26%
78,493
+38,351
121
$7.91M 0.26%
69,826
+1,795
122
$7.71M 0.25%
56,973
+16,474
123
$7.66M 0.25%
116,069
+106,978
124
$7.57M 0.25%
53,249
+52,887
125
$7.54M 0.25%
168,144
+167,755
3 4
5
6 7