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
1601
$8K ﹤0.01%
+162
1602
$8K ﹤0.01%
160
1603
$8K ﹤0.01%
85
1604
$8K ﹤0.01%
840
+472
1605
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159
+76
1606
$8K ﹤0.01%
707
+266
1607
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113
1608
$8K ﹤0.01%
+823
1609
$8K ﹤0.01%
+1,031
1610
$8K ﹤0.01%
283
+85
1611
$8K ﹤0.01%
340
+318
1612
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48
+11
1613
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152
1614
$7K ﹤0.01%
+510
1615
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260
+133
1616
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650
+218
1617
$7K ﹤0.01%
137
+86
1618
$7K ﹤0.01%
277
+95
1619
$7K ﹤0.01%
409
+130
1620
$7K ﹤0.01%
50
1621
$7K ﹤0.01%
52
-155
1622
$7K ﹤0.01%
519
+493
1623
$7K ﹤0.01%
465
1624
$7K ﹤0.01%
134
+43
1625
$7K ﹤0.01%
474
-65