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
1451
$12K ﹤0.01%
72
+46
1452
$12K ﹤0.01%
2,347
+968
1453
$12K ﹤0.01%
265
+181
1454
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663
+4
1455
$12K ﹤0.01%
501
1456
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84
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1457
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340
1458
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115
1459
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296
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1460
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76
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103
1462
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415
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1463
$12K ﹤0.01%
+1,960
1464
$12K ﹤0.01%
249
+160
1465
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300
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1466
$12K ﹤0.01%
+687
1467
$12K ﹤0.01%
272
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1468
$11K ﹤0.01%
119
+79
1469
$11K ﹤0.01%
1,030
+696
1470
$11K ﹤0.01%
155
+27
1471
$11K ﹤0.01%
333
+184
1472
$11K ﹤0.01%
+1,890
1473
$11K ﹤0.01%
231
+162
1474
$11K ﹤0.01%
70
+45
1475
$11K ﹤0.01%
330
+48