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
1951
$2K ﹤0.01%
+79
1952
$2K ﹤0.01%
118
1953
$2K ﹤0.01%
134
1954
$2K ﹤0.01%
+68
1955
$2K ﹤0.01%
21
-71
1956
$2K ﹤0.01%
+73
1957
$2K ﹤0.01%
56
+36
1958
$2K ﹤0.01%
+95
1959
$2K ﹤0.01%
+101
1960
$2K ﹤0.01%
151
-670
1961
$2K ﹤0.01%
29
1962
$2K ﹤0.01%
338
1963
$2K ﹤0.01%
10
1964
$2K ﹤0.01%
102
+1
1965
$2K ﹤0.01%
106
+100
1966
$2K ﹤0.01%
+65
1967
$2K ﹤0.01%
69
1968
$2K ﹤0.01%
+93
1969
$2K ﹤0.01%
37
+34
1970
$2K ﹤0.01%
+62
1971
$2K ﹤0.01%
53
1972
$2K ﹤0.01%
+8
1973
$2K ﹤0.01%
+257
1974
$2K ﹤0.01%
180
-1,242
1975
$2K ﹤0.01%
122
77 78
79
80 81