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
276
$844K 0.03%
17,963
-2,707
277
$839K 0.03%
9,889
-241
278
$835K 0.03%
5,197
-973
279
$816K 0.03%
17,264
280
$801K 0.03%
5,918
-179
281
$783K 0.03%
9,760
-2,494
282
$753K 0.03%
19,819
-217
283
$751K 0.03%
4,391
-117
284
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3,035
-506
285
$745K 0.03%
13,021
-95,306
286
$730K 0.03%
12,931
+1,393
287
$729K 0.03%
5,373
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288
$728K 0.03%
4,642
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289
$726K 0.03%
13,167
-1,304
290
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291
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291
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340
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293
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2,945
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294
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295
$658K 0.02%
2,061
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296
$643K 0.02%
6,921
-232
297
$641K 0.02%
20,911
-2,869
298
$640K 0.02%
8,586
299
$633K 0.02%
21,038
-13,572
300
$631K 0.02%
13,514
-1,893
10 11
12
13 14