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
2101
$1K ﹤0.01%
+8
2102
$1K ﹤0.01%
+76
2103
$1K ﹤0.01%
+13
2104
$1K ﹤0.01%
+41
2105
$1K ﹤0.01%
30
2106
$1K ﹤0.01%
+30
2107
$1K ﹤0.01%
+9
2108
$1K ﹤0.01%
133
+67
2109
$1K ﹤0.01%
+12
2110
$1K ﹤0.01%
+58
2111
$1K ﹤0.01%
+75
2112
$1K ﹤0.01%
118
2113
$1K ﹤0.01%
+11
2114
$1K ﹤0.01%
21
+2
2115
$1K ﹤0.01%
29
2116
$1K ﹤0.01%
176
2117
$1K ﹤0.01%
52
+17
2118
$1K ﹤0.01%
53
2119
$1K ﹤0.01%
+7
2120
$1K ﹤0.01%
32
+27
2121
$1K ﹤0.01%
+318
2122
$1K ﹤0.01%
136
2123
$1K ﹤0.01%
+351
2124
$1K ﹤0.01%
+13
2125
$1K ﹤0.01%
+11