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
1501
$10K ﹤0.01%
+1,225
1502
$10K ﹤0.01%
6
1503
$10K ﹤0.01%
73
+54
1504
$10K ﹤0.01%
58
+1
1505
$10K ﹤0.01%
321
+113
1506
$10K ﹤0.01%
+215
1507
$10K ﹤0.01%
+121
1508
$10K ﹤0.01%
417
-89
1509
$10K ﹤0.01%
327
-426
1510
$10K ﹤0.01%
+88
1511
$10K ﹤0.01%
45
-28
1512
$10K ﹤0.01%
221
+82
1513
$10K ﹤0.01%
82
+10
1514
$10K ﹤0.01%
138
+55
1515
$10K ﹤0.01%
+487
1516
$10K ﹤0.01%
+677
1517
$10K ﹤0.01%
+314
1518
$10K ﹤0.01%
101
+28
1519
$10K ﹤0.01%
301
+17
1520
$10K ﹤0.01%
932
+51
1521
$10K ﹤0.01%
197
+26
1522
$10K ﹤0.01%
1,556
-1,005
1523
$10K ﹤0.01%
356
1524
$10K ﹤0.01%
226
+2
1525
$10K ﹤0.01%
+258
59 60
61
62 63