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
176
$4.46M 0.15%
26,397
+26,285
177
$4.46M 0.15%
12,389
+357
178
$4.44M 0.15%
73,018
+53,991
179
$4.37M 0.14%
34,332
+20,582
180
$4.33M 0.14%
17,929
+10,695
181
$4.31M 0.14%
28,059
+26,059
182
$4.15M 0.14%
254,707
+80,437
183
$4.14M 0.14%
4,940
+4,496
184
$4.1M 0.13%
42,013
+28,635
185
$4.02M 0.13%
+50,264
186
$3.96M 0.13%
27,210
+13,736
187
$3.95M 0.13%
19,490
+3,444
188
$3.92M 0.13%
30,191
+7,637
189
$3.9M 0.13%
16,636
+753
190
$3.85M 0.13%
153,740
+9,143
191
$3.76M 0.12%
88,631
+6,751
192
$3.76M 0.12%
35,334
+10,265
193
$3.74M 0.12%
16,785
+6,755
194
$3.72M 0.12%
78,556
+7,050
195
$3.66M 0.12%
176,740
+13,540
196
$3.59M 0.12%
100,927
+7,866
197
$3.59M 0.12%
24,707
+20,056
198
$3.57M 0.12%
70,959
+29,243
199
$3.47M 0.11%
61,298
+9,260
200
$3.47M 0.11%
54,855
+5,630
6 7
8
9 10