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
1726
$5K ﹤0.01%
+180
1727
$5K ﹤0.01%
+30
1728
$5K ﹤0.01%
123
+80
1729
$5K ﹤0.01%
175
1730
$5K ﹤0.01%
91
+16
1731
$5K ﹤0.01%
+63
1732
$5K ﹤0.01%
109
+95
1733
$5K ﹤0.01%
261
1734
$5K ﹤0.01%
319
1735
$5K ﹤0.01%
812
+265
1736
$5K ﹤0.01%
109
-20
1737
$5K ﹤0.01%
801
-3,552
1738
$5K ﹤0.01%
1,000
1739
$4K ﹤0.01%
+83
1740
$4K ﹤0.01%
75
1741
$4K ﹤0.01%
149
+112
1742
$4K ﹤0.01%
83
1743
$4K ﹤0.01%
75
-2,048
1744
$4K ﹤0.01%
+147
1745
$4K ﹤0.01%
+105
1746
$4K ﹤0.01%
87
1747
$4K ﹤0.01%
201
1748
$4K ﹤0.01%
69
1749
$4K ﹤0.01%
83
1750
$4K ﹤0.01%
12
+11
68 69
70
71 72