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
2076
$1K ﹤0.01%
45
2077
$1K ﹤0.01%
43
2078
$1K ﹤0.01%
+161
2079
$1K ﹤0.01%
+11
2080
$1K ﹤0.01%
17
-158
2081
$1K ﹤0.01%
50
2082
$1K ﹤0.01%
15
+6
2083
$1K ﹤0.01%
45
-92
2084
$1K ﹤0.01%
48
2085
$1K ﹤0.01%
+49
2086
$1K ﹤0.01%
31
2087
$1K ﹤0.01%
+135
2088
$1K ﹤0.01%
+20
2089
$1K ﹤0.01%
6
+3
2090
$1K ﹤0.01%
295
2091
$1K ﹤0.01%
+86
2092
$1K ﹤0.01%
+49
2093
$1K ﹤0.01%
+69
2094
$1K ﹤0.01%
26
2095
$1K ﹤0.01%
+13
2096
$1K ﹤0.01%
44
2097
$1K ﹤0.01%
+15
2098
$1K ﹤0.01%
38
2099
$1K ﹤0.01%
40
+7
2100
$1K ﹤0.01%
+28
82 83
84
85 86