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
451
$91K 0.01%
3,736
+368
452
$91K 0.01%
727
453
$91K 0.01%
2,963
454
$90K 0.01%
2,594
+68
455
$90K 0.01%
316
+147
456
$89K 0.01%
48
+6
457
$89K 0.01%
1,578
+1,118
458
$89K 0.01%
895
-50
459
$87K 0.01%
1,196
+1,016
460
$86K 0.01%
1,722
+1,525
461
$86K 0.01%
1,721
-113
462
$86K 0.01%
4,820
+3,160
463
$85K 0.01%
2,265
464
$85K 0.01%
6,400
465
$84K 0.01%
837
466
$84K 0.01%
934
+635
467
$83K 0.01%
2,037
-487
468
$83K 0.01%
488
+173
469
$83K 0.01%
1,698
+21
470
$83K 0.01%
389
+328
471
$82K 0.01%
956
-203
472
$82K 0.01%
1,125
-10
473
$82K 0.01%
1,804
+136
474
$80K 0.01%
392
+347
475
$80K 0.01%
994
-156