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
426
$236K 0.01%
4,869
+895
427
$234K 0.01%
3,379
+54
428
$233K 0.01%
4,075
+10
429
$232K 0.01%
15,175
+685
430
$231K 0.01%
1,689
+39
431
$230K 0.01%
2,943
-26
432
$229K 0.01%
3,576
-350
433
$226K 0.01%
2,439
434
$223K 0.01%
6,413
+25
435
$221K 0.01%
6,315
-100
436
$219K 0.01%
4,740
+121
437
$218K 0.01%
721
-93
438
$217K 0.01%
5,447
-3,076
439
$216K 0.01%
12,886
+22
440
$214K 0.01%
4,258
-5,753
441
$209K 0.01%
2,657
-1,166
442
$208K 0.01%
586
-18
443
$208K 0.01%
5,283
+685
444
$208K 0.01%
649
+16
445
$207K 0.01%
1,936
-4
446
$205K 0.01%
947
-11
447
$205K 0.01%
3,266
+230
448
$204K 0.01%
5,346
+50
449
$203K 0.01%
5,237
-108
450
$200K 0.01%
2,620
+660
16 17
18
19 20