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
1401
$14K ﹤0.01%
263
-526
1402
$14K ﹤0.01%
355
-37
1403
$14K ﹤0.01%
+500
1404
$14K ﹤0.01%
191
+142
1405
$14K ﹤0.01%
318
-44
1406
$14K ﹤0.01%
288
1407
$13K ﹤0.01%
149
+85
1408
$13K ﹤0.01%
286
1409
$13K ﹤0.01%
+124
1410
$13K ﹤0.01%
70
-54
1411
$13K ﹤0.01%
464
+360
1412
$13K ﹤0.01%
+620
1413
$13K ﹤0.01%
170
-299
1414
$13K ﹤0.01%
646
1415
$13K ﹤0.01%
535
+37
1416
$13K ﹤0.01%
362
1417
$13K ﹤0.01%
204
1418
$13K ﹤0.01%
156
+97
1419
$13K ﹤0.01%
265
+40
1420
$13K ﹤0.01%
+1,000
1421
$13K ﹤0.01%
341
+254
1422
$13K ﹤0.01%
231
1423
$13K ﹤0.01%
151
1424
$13K ﹤0.01%
362
-459
1425
$13K ﹤0.01%
150
+64
55 56
57
58 59