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
$1.3B
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,772
New
Increased
Reduced
Closed

Top Sells

1 +$4.53M
2 +$1.59M
3 +$1.37M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$1.32M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.2M

Sector Composition

1 Technology 10.48%
2 Financials 8.26%
3 Healthcare 7.92%
4 Industrials 5.33%
5 Consumer Staples 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$229K 0.02%
+22,275
327
$228K 0.02%
813
-70
328
$226K 0.02%
+25,875
329
$220K 0.02%
2,527
+244
330
$220K 0.02%
4,479
-13,091
331
$219K 0.02%
2,502
-460
332
$218K 0.02%
4,663
-577
333
$215K 0.02%
12,159
+465
334
$212K 0.02%
2,827
-43
335
$210K 0.02%
3,946
-2,748
336
$209K 0.02%
1,023
337
$208K 0.02%
3,150
338
$204K 0.02%
3,645
339
$203K 0.02%
4,322
-68
340
$203K 0.02%
19,147
-156
341
$201K 0.02%
+6,817
342
$198K 0.02%
15,833
343
$197K 0.02%
630
-80
344
$194K 0.02%
6,331
345
$194K 0.02%
966
-319
346
$193K 0.01%
1,269
+33
347
$192K 0.01%
3,606
-636
348
$191K 0.01%
6,742
349
$191K 0.01%
2,000
350
$188K 0.01%
1,029
-222