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
1226
$23K ﹤0.01%
221
+145
1227
$23K ﹤0.01%
446
+110
1228
$23K ﹤0.01%
609
+186
1229
$23K ﹤0.01%
542
1230
$23K ﹤0.01%
285
+211
1231
$22K ﹤0.01%
+179
1232
$22K ﹤0.01%
452
+427
1233
$22K ﹤0.01%
1,409
+490
1234
$22K ﹤0.01%
1,611
+286
1235
$22K ﹤0.01%
355
+129
1236
$22K ﹤0.01%
398
+150
1237
$22K ﹤0.01%
+1,200
1238
$22K ﹤0.01%
634
+97
1239
$22K ﹤0.01%
+632
1240
$22K ﹤0.01%
754
+409
1241
$22K ﹤0.01%
274
1242
$22K ﹤0.01%
404
+20
1243
$22K ﹤0.01%
1,197
-24
1244
$22K ﹤0.01%
75
1245
$22K ﹤0.01%
532
+24
1246
$22K ﹤0.01%
64
+27
1247
$22K ﹤0.01%
276
+26
1248
$22K ﹤0.01%
1,406
1249
$22K ﹤0.01%
146
+48
1250
$22K ﹤0.01%
+483