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
2026
$1K ﹤0.01%
22
2027
$1K ﹤0.01%
+24
2028
$1K ﹤0.01%
24
-18
2029
$1K ﹤0.01%
+34
2030
$1K ﹤0.01%
+29
2031
$1K ﹤0.01%
11
2032
$1K ﹤0.01%
8
+3
2033
$1K ﹤0.01%
+66
2034
$1K ﹤0.01%
+44
2035
$1K ﹤0.01%
+14
2036
$1K ﹤0.01%
+208
2037
$1K ﹤0.01%
19
-376
2038
$1K ﹤0.01%
23
2039
$1K ﹤0.01%
29
2040
$1K ﹤0.01%
14
+5
2041
$1K ﹤0.01%
45
+35
2042
$1K ﹤0.01%
153
+111
2043
$1K ﹤0.01%
+6
2044
$1K ﹤0.01%
+14
2045
$1K ﹤0.01%
28
+8
2046
$1K ﹤0.01%
+9
2047
$1K ﹤0.01%
+83
2048
$1K ﹤0.01%
+93
2049
$1K ﹤0.01%
34
2050
$1K ﹤0.01%
18
+3