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
376
$153K 0.01%
4,930
-953
377
$152K 0.01%
1,270
+4
378
$152K 0.01%
3,489
-1,382
379
$151K 0.01%
+3,970
380
$149K 0.01%
1,265
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381
$148K 0.01%
+14,300
382
$147K 0.01%
3,405
383
$145K 0.01%
969
384
$144K 0.01%
3,103
-341
385
$143K 0.01%
4,578
386
$141K 0.01%
1,900
-314
387
$141K 0.01%
3,126
388
$141K 0.01%
2,765
+2,055
389
$141K 0.01%
1,531
-5
390
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1,097
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391
$139K 0.01%
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392
$138K 0.01%
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393
$134K 0.01%
6,230
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394
$133K 0.01%
1,223
-1,712
395
$130K 0.01%
2,034
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396
$128K 0.01%
+11,500
397
$127K 0.01%
564
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398
$127K 0.01%
+6,650
399
$125K 0.01%
1,069
+494
400
$124K 0.01%
2,958
+132