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
251
$1.08M 0.04%
23,681
+101
252
$1.05M 0.04%
25,020
-48,390
253
$1.05M 0.04%
11,024
-4,286
254
$1.03M 0.04%
5,032
-10
255
$1.03M 0.04%
24,936
-935
256
$1.02M 0.04%
33,379
-3,653
257
$1.01M 0.04%
20,227
+1,086
258
$992K 0.04%
18,555
-593
259
$982K 0.04%
12,664
-6,418
260
$981K 0.04%
22,797
-7,675
261
$976K 0.04%
14,657
+830
262
$967K 0.04%
13,136
+4,270
263
$943K 0.03%
4,902
264
$937K 0.03%
2
265
$927K 0.03%
25,552
+14,645
266
$925K 0.03%
8,552
+4,184
267
$921K 0.03%
18,611
-167
268
$907K 0.03%
5,238
+292
269
$899K 0.03%
7,090
-9,668
270
$889K 0.03%
2,072
-514
271
$877K 0.03%
29,696
-160,063
272
$874K 0.03%
11,248
-1,663
273
$870K 0.03%
40,340
-3,820
274
$845K 0.03%
5,027
+608
275
$845K 0.03%
9,933
-1,170
9 10
11
12 13