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
1901
$2K ﹤0.01%
17
1902
$2K ﹤0.01%
+26
1903
$2K ﹤0.01%
76
+74
1904
$2K ﹤0.01%
106
1905
$2K ﹤0.01%
87
1906
$2K ﹤0.01%
95
1907
$2K ﹤0.01%
240
1908
$2K ﹤0.01%
+50
1909
$2K ﹤0.01%
234
+146
1910
$2K ﹤0.01%
4
1911
$2K ﹤0.01%
+103
1912
$2K ﹤0.01%
+44
1913
$2K ﹤0.01%
44
1914
$2K ﹤0.01%
107
1915
$2K ﹤0.01%
63
+35
1916
$2K ﹤0.01%
34
1917
$2K ﹤0.01%
110
-5
1918
$2K ﹤0.01%
84
+34
1919
$2K ﹤0.01%
281
-1,511
1920
$2K ﹤0.01%
30
1921
$2K ﹤0.01%
16
+4
1922
$2K ﹤0.01%
35
1923
$2K ﹤0.01%
12
1924
$2K ﹤0.01%
+15
1925
$2K ﹤0.01%
51