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
351
$410K 0.02%
12,200
-147
352
$409K 0.02%
5,445
-9,474
353
$398K 0.01%
11,935
-865
354
$396K 0.01%
3,452
-87
355
$394K 0.01%
3,842
+222
356
$389K 0.01%
6,342
-269
357
$387K 0.01%
4,235
-75
358
$382K 0.01%
1,135
-55
359
$380K 0.01%
4,487
-285
360
$376K 0.01%
11,663
-9,779
361
$375K 0.01%
4,498
-341
362
$369K 0.01%
4,678
363
$365K 0.01%
2,607
+169
364
$360K 0.01%
4,331
-3,742
365
$356K 0.01%
694
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366
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7,125
367
$348K 0.01%
10,333
-1,720
368
$347K 0.01%
7,613
+529
369
$346K 0.01%
6,383
-957
370
$346K 0.01%
16,148
+63
371
$346K 0.01%
2,670
+198
372
$345K 0.01%
7,590
-110
373
$337K 0.01%
9,129
374
$334K 0.01%
1,820
-20
375
$332K 0.01%
7,821
+1,428
13 14
15
16 17