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
$2.71B
AUM Growth
+$218M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,605
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$11.6M
3
+$9.89M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.53M
5
FTNT icon
Fortinet
FTNT
+$7.79M

Top Sells

1
+$18.7M
2
+$10.7M
3
+$8.54M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$8.49M
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$6.97M

Sector Composition

1 Technology 12.57%
2 Healthcare 9.43%
3 Financials 8.03%
4 Consumer Staples 6.01%
5 Industrials 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.58M 0.06%
9,085
-798
227
$1.57M 0.06%
21,808
+3,646
228
$1.55M 0.06%
5,839
+75
229
$1.5M 0.06%
7,875
-188
230
$1.44M 0.05%
13,836
-8,855
231
$1.44M 0.05%
11,983
-30,665
232
$1.44M 0.05%
9,182
-3,691
233
$1.44M 0.05%
11,676
-1,507
234
$1.37M 0.05%
93,430
-44,370
235
$1.33M 0.05%
19,437
-69
236
$1.29M 0.05%
27,299
-178,987
237
$1.28M 0.05%
18,138
+1,148
238
$1.24M 0.05%
12,269
-579
239
$1.23M 0.05%
54,728
+37,091
240
$1.22M 0.05%
35,018
-7,498
241
$1.19M 0.04%
15,600
-4,206
242
$1.19M 0.04%
8,143
+7,308
243
$1.19M 0.04%
8,391
-1,534
244
$1.18M 0.04%
6,611
-219
245
$1.14M 0.04%
30,084
-62,968
246
$1.14M 0.04%
3,276
-134
247
$1.13M 0.04%
15,318
-17,583
248
$1.11M 0.04%
11,935
-59
249
$1.1M 0.04%
12,152
-1,826
250
$1.1M 0.04%
38,964
-10,060
8 9
10
11 12