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
326
$507K 0.02%
10,574
+466
327
$500K 0.02%
8,228
+266
328
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11,666
-3,303
329
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10,520
-5,015
330
$490K 0.02%
8,115
+5,464
331
$489K 0.02%
2,378
-262
332
$477K 0.02%
16,930
+2,689
333
$477K 0.02%
42,630
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334
$476K 0.02%
7,237
-3,182
335
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8,285
-1,415
336
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1,406
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337
$457K 0.02%
8,115
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338
$455K 0.02%
3,616
339
$452K 0.02%
1,882
-41
340
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3,261
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341
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13,345
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343
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3,115
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344
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21,540
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345
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8,241
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346
$423K 0.02%
9,106
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347
$415K 0.02%
1,791
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348
$414K 0.02%
4,526
-468
349
$414K 0.02%
5,468
350
$413K 0.02%
3,222
+33
12 13
14
15 16