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
2151
$1K ﹤0.01%
17
+1
2152
$1K ﹤0.01%
37
2153
$1K ﹤0.01%
46
-28
2154
$1K ﹤0.01%
+57
2155
$1K ﹤0.01%
43
+9
2156
$0 ﹤0.01%
7
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2157
$0 ﹤0.01%
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2158
– –
0
2159
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2160
$0 ﹤0.01%
+62
2161
$0 ﹤0.01%
21
+11
2162
$0 ﹤0.01%
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2163
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3
2164
$0 ﹤0.01%
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2165
$0 ﹤0.01%
+8
2166
$0 ﹤0.01%
40
2167
$0 ﹤0.01%
+7
2168
– –
-1,533
2169
– –
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2170
$0 ﹤0.01%
18
-75
2171
– –
-13
2172
$0 ﹤0.01%
+16
2173
$0 ﹤0.01%
+10
2174
$0 ﹤0.01%
+23
2175
– –
-934
85 86
87
88 89