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
2001
$1K ﹤0.01%
50
2002
$1K ﹤0.01%
23
2003
$1K ﹤0.01%
48
-23
2004
$1K ﹤0.01%
35
2005
$1K ﹤0.01%
+24
2006
$1K ﹤0.01%
+76
2007
$1K ﹤0.01%
+29
2008
$1K ﹤0.01%
+1
2009
$1K ﹤0.01%
+25
2010
$1K ﹤0.01%
+16
2011
$1K ﹤0.01%
58
+7
2012
$1K ﹤0.01%
+20
2013
$1K ﹤0.01%
+11
2014
$1K ﹤0.01%
100
2015
$1K ﹤0.01%
1
2016
$1K ﹤0.01%
33
+22
2017
$1K ﹤0.01%
67
2018
$1K ﹤0.01%
+43
2019
$1K ﹤0.01%
79
+29
2020
$1K ﹤0.01%
+18
2021
$1K ﹤0.01%
4
-123
2022
$1K ﹤0.01%
5
-35
2023
$1K ﹤0.01%
38
2024
$1K ﹤0.01%
137
-20
2025
$1K ﹤0.01%
+4
79 80
81
82 83