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
401
$273K 0.01%
3,835
-16
402
$271K 0.01%
1,094
-259
403
$269K 0.01%
5,755
404
$264K 0.01%
955
-531
405
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2,011
-35
406
$261K 0.01%
3,505
-1,423
407
$259K 0.01%
4,753
408
$251K 0.01%
3,964
-967
409
$251K 0.01%
5,402
+225
410
$250K 0.01%
1,021
+3
411
$249K 0.01%
3,216
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412
$248K 0.01%
4,217
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413
$248K 0.01%
1,423
-284
414
$247K 0.01%
14,154
+363
415
$246K 0.01%
8,084
-3,032
416
$244K 0.01%
2,051
-126
417
$244K 0.01%
438
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418
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-279
419
$242K 0.01%
2,063
+22
420
$242K 0.01%
5,597
-538
421
$241K 0.01%
8,400
422
$241K 0.01%
3,432
-216
423
$241K 0.01%
1,715
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424
$239K 0.01%
2,455
-102
425
$237K 0.01%
7,410
-469
15 16
17
18 19