FHA

First Horizon Advisors Portfolio holdings

AUM $3.85B
1-Year Est. Return 16.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.99%
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 +$34.6M
2 +$33.4M
3 +$32.8M
4
MSFT icon
Microsoft
MSFT
+$30.9M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$27.5M

Top Sells

1 +$14.6M
2 +$1.73M
3 +$1.34M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.32M
5
COF icon
Capital One
COF
+$763K

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%
+84
2027
$1K ﹤0.01%
+24
2028
$1K ﹤0.01%
+208
2029
$1K ﹤0.01%
23
2030
$1K ﹤0.01%
29
2031
$1K ﹤0.01%
14
+5
2032
$1K ﹤0.01%
45
+35
2033
$1K ﹤0.01%
153
+111
2034
$1K ﹤0.01%
+6
2035
$1K ﹤0.01%
+14
2036
$1K ﹤0.01%
28
+8
2037
$1K ﹤0.01%
+9
2038
$1K ﹤0.01%
+83
2039
$1K ﹤0.01%
+93
2040
$1K ﹤0.01%
34
2041
$1K ﹤0.01%
18
+3
2042
$1K ﹤0.01%
32
+12
2043
$1K ﹤0.01%
+9
2044
$1K ﹤0.01%
31
+7
2045
$1K ﹤0.01%
24
2046
$1K ﹤0.01%
+36
2047
$1K ﹤0.01%
+17
2048
$1K ﹤0.01%
7
2049
$1K ﹤0.01%
+4
2050
$1K ﹤0.01%
+16