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
126
$7.52M 0.25%
150,366
+22,135
127
$7.41M 0.24%
124,677
+120,047
128
$7.29M 0.24%
153,591
+7,181
129
$7.28M 0.24%
36,499
+1,054
130
$7.2M 0.24%
68,119
+1,534
131
$7.18M 0.23%
56,418
+4,913
132
$7.14M 0.23%
54,190
+8,271
133
$7.12M 0.23%
139,967
+59,039
134
$7.05M 0.23%
89,832
+75,641
135
$7.02M 0.23%
25,732
+2,485
136
$6.98M 0.23%
122,630
+119,660
137
$6.79M 0.22%
43,097
+40,568
138
$6.79M 0.22%
115,734
+3,619
139
$6.75M 0.22%
86,348
+58,292
140
$6.68M 0.22%
39,462
+921
141
$6.58M 0.22%
31,044
+30,110
142
$6.46M 0.21%
68,148
+56,123
143
$6.43M 0.21%
77,295
+1,215
144
$6.33M 0.21%
52,961
+1,947
145
$6.32M 0.21%
32,905
+24,773
146
$6.27M 0.2%
120,414
+14,382
147
$6.26M 0.2%
38,654
-4,673
148
$6.09M 0.2%
52,479
-2,262
149
$6.03M 0.2%
63,999
+53,748
150
$5.98M 0.2%
12,437
+456
4 5
6
7 8