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
1801
$3K ﹤0.01%
58
-22
1802
$3K ﹤0.01%
+125
1803
$3K ﹤0.01%
59
+8
1804
$3K ﹤0.01%
197
1805
$3K ﹤0.01%
72
1806
$3K ﹤0.01%
112
1807
$3K ﹤0.01%
148
-42
1808
$3K ﹤0.01%
84
+56
1809
$3K ﹤0.01%
33
1810
$3K ﹤0.01%
+456
1811
$3K ﹤0.01%
88
-21
1812
$3K ﹤0.01%
+500
1813
$3K ﹤0.01%
122
+75
1814
$3K ﹤0.01%
30
+11
1815
$3K ﹤0.01%
70
+10
1816
$3K ﹤0.01%
110
+15
1817
$3K ﹤0.01%
221
+34
1818
$3K ﹤0.01%
69
+10
1819
$3K ﹤0.01%
+79
1820
$3K ﹤0.01%
97
-17
1821
$3K ﹤0.01%
194
-147
1822
$3K ﹤0.01%
203
+103
1823
$3K ﹤0.01%
57
-200
1824
$3K ﹤0.01%
52
1825
$3K ﹤0.01%
+48
71 72
73
74 75