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
2051
$1K ﹤0.01%
32
+12
2052
$1K ﹤0.01%
+9
2053
$1K ﹤0.01%
31
+7
2054
$1K ﹤0.01%
24
2055
$1K ﹤0.01%
+36
2056
$1K ﹤0.01%
+17
2057
$1K ﹤0.01%
7
2058
$1K ﹤0.01%
+4
2059
$1K ﹤0.01%
+16
2060
$1K ﹤0.01%
35
-19
2061
$1K ﹤0.01%
+11
2062
$1K ﹤0.01%
150
2063
$1K ﹤0.01%
+67
2064
$1K ﹤0.01%
+23
2065
$1K ﹤0.01%
9
2066
$1K ﹤0.01%
+4
2067
$1K ﹤0.01%
705
-4,346
2068
$1K ﹤0.01%
+46
2069
$1K ﹤0.01%
199
2070
$1K ﹤0.01%
+31
2071
$1K ﹤0.01%
+9
2072
$1K ﹤0.01%
+16
2073
$1K ﹤0.01%
179
-158
2074
$1K ﹤0.01%
17
-5
2075
$1K ﹤0.01%
+134
81 82
83
84 85