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
1351
$16K ﹤0.01%
+1,285
1352
$16K ﹤0.01%
1,025
1353
$16K ﹤0.01%
194
1354
$16K ﹤0.01%
+2,319
1355
$16K ﹤0.01%
677
1356
$16K ﹤0.01%
300
+6
1357
$15K ﹤0.01%
81
1358
$15K ﹤0.01%
286
+155
1359
$15K ﹤0.01%
149
+99
1360
$15K ﹤0.01%
+300
1361
$15K ﹤0.01%
52
+11
1362
$15K ﹤0.01%
607
-596
1363
$15K ﹤0.01%
377
1364
$15K ﹤0.01%
467
1365
$15K ﹤0.01%
394
1366
$15K ﹤0.01%
429
+294
1367
$15K ﹤0.01%
218
+2
1368
$15K ﹤0.01%
1,169
+9
1369
$15K ﹤0.01%
278
1370
$15K ﹤0.01%
138
+79
1371
$15K ﹤0.01%
576
-81
1372
$15K ﹤0.01%
385
+229
1373
$15K ﹤0.01%
+502
1374
$15K ﹤0.01%
750
1375
$15K ﹤0.01%
+755