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
301
$628K 0.02%
13,733
+206
302
$622K 0.02%
2,544
-169
303
$614K 0.02%
6,280
-244
304
$610K 0.02%
14,245
-85
305
$597K 0.02%
2,346
-54
306
$594K 0.02%
3,393
-1,726
307
$584K 0.02%
11,611
-2,265
308
$581K 0.02%
5,513
-1,484
309
$580K 0.02%
7,360
-73
310
$571K 0.02%
6,807
+11
311
$570K 0.02%
2,817
-19
312
$567K 0.02%
5,706
-1,586
313
$567K 0.02%
8,500
+656
314
$566K 0.02%
5,149
-626
315
$566K 0.02%
14,382
+153
316
$558K 0.02%
8,035
+1,420
317
$558K 0.02%
22,640
-1,192
318
$550K 0.02%
1,602
-5
319
$548K 0.02%
6,003
+211
320
$534K 0.02%
5,872
-250
321
$531K 0.02%
2,409
-2,451
322
$522K 0.02%
3,585
-1,862
323
$516K 0.02%
3,495
+96
324
$510K 0.02%
9,520
325
$508K 0.02%
4,616
11 12
13
14 15