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
1701
$5K ﹤0.01%
97
+76
1702
$5K ﹤0.01%
175
+127
1703
$5K ﹤0.01%
72
1704
$5K ﹤0.01%
+19
1705
$5K ﹤0.01%
113
1706
$5K ﹤0.01%
225
1707
$5K ﹤0.01%
125
1708
$5K ﹤0.01%
425
1709
$5K ﹤0.01%
+219
1710
$5K ﹤0.01%
76
1711
$5K ﹤0.01%
+310
1712
$5K ﹤0.01%
149
1713
$5K ﹤0.01%
+500
1714
$5K ﹤0.01%
+100
1715
$5K ﹤0.01%
108
-198
1716
$5K ﹤0.01%
200
1717
$5K ﹤0.01%
194
-156
1718
$5K ﹤0.01%
+28
1719
$5K ﹤0.01%
108
+36
1720
$5K ﹤0.01%
57
-19
1721
$5K ﹤0.01%
215
+167
1722
$5K ﹤0.01%
174
1723
$5K ﹤0.01%
212
1724
$5K ﹤0.01%
+201
1725
$5K ﹤0.01%
108
67 68
69
70 71