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
1626
$7K ﹤0.01%
174
1627
$7K ﹤0.01%
+83
1628
$7K ﹤0.01%
216
1629
$7K ﹤0.01%
158
1630
$7K ﹤0.01%
417
1631
$7K ﹤0.01%
24
+5
1632
$7K ﹤0.01%
118
-340
1633
$7K ﹤0.01%
595
+247
1634
$7K ﹤0.01%
100
+1
1635
$7K ﹤0.01%
176
+8
1636
$7K ﹤0.01%
194
1637
$7K ﹤0.01%
92
1638
$7K ﹤0.01%
16
-3
1639
$7K ﹤0.01%
475
-607
1640
$7K ﹤0.01%
75
1641
$7K ﹤0.01%
125
1642
$7K ﹤0.01%
110
1643
$7K ﹤0.01%
213
+69
1644
$7K ﹤0.01%
12
+4
1645
$7K ﹤0.01%
342
+132
1646
$7K ﹤0.01%
+134
1647
$7K ﹤0.01%
235
1648
$7K ﹤0.01%
68
1649
$7K ﹤0.01%
424
1650
$7K ﹤0.01%
140
+55