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
2276
$0 ﹤0.01%
+16
2277
$0 ﹤0.01%
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2278
$0 ﹤0.01%
57
2279
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2280
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500
2281
$0 ﹤0.01%
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2282
– –
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60
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2284
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2285
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2286
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$0 ﹤0.01%
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2288
– –
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2289
$0 ﹤0.01%
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2290
– –
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21
+8
2292
– –
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2293
– –
-15,241
2294
$0 ﹤0.01%
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2295
$0 ﹤0.01%
+15
2296
– –
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2297
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2298
– –
-2,168
2299
$0 ﹤0.01%
45
2300
$0 ﹤0.01%
+6
90 91
92
93 94