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
1751
$4K ﹤0.01%
35
+14
1752
$4K ﹤0.01%
22
+14
1753
$4K ﹤0.01%
128
+3
1754
$4K ﹤0.01%
+103
1755
$4K ﹤0.01%
975
+709
1756
$4K ﹤0.01%
57
1757
$4K ﹤0.01%
+400
1758
$4K ﹤0.01%
+120
1759
$4K ﹤0.01%
+121
1760
$4K ﹤0.01%
172
+18
1761
$4K ﹤0.01%
120
1762
$4K ﹤0.01%
57
1763
$4K ﹤0.01%
+97
1764
$4K ﹤0.01%
73
1765
$4K ﹤0.01%
130
+26
1766
$4K ﹤0.01%
262
+32
1767
$4K ﹤0.01%
737
1768
$4K ﹤0.01%
70
+22
1769
$4K ﹤0.01%
77
1770
$4K ﹤0.01%
+82
1771
$4K ﹤0.01%
+127
1772
$4K ﹤0.01%
811
1773
$4K ﹤0.01%
95
+85
1774
$4K ﹤0.01%
+121
1775
$4K ﹤0.01%
15
+3
69 70
71
72 73