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
451
$200K 0.01%
3,422
+2,964
452
$200K 0.01%
14,151
-1,015
453
$197K 0.01%
1,388
+74
454
$197K 0.01%
4,310
455
$196K 0.01%
6,707
-595
456
$195K 0.01%
1,299
-31
457
$194K 0.01%
2,784
+162
458
$194K 0.01%
2,858
+169
459
$193K 0.01%
2,968
-811
460
$193K 0.01%
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-4
461
$192K 0.01%
3,121
-1,196
462
$191K 0.01%
882
+362
463
$190K 0.01%
4,200
464
$189K 0.01%
6,240
+3,676
465
$189K 0.01%
5,154
-125
466
$188K 0.01%
2,474
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467
$186K 0.01%
5,227
-605
468
$185K 0.01%
2,610
469
$184K 0.01%
218
+16
470
$184K 0.01%
9,833
471
$184K 0.01%
5,664
-110
472
$183K 0.01%
7,497
-354
473
$183K 0.01%
5,765
+64
474
$182K 0.01%
1,165
-21
475
$182K 0.01%
731
-13
17 18
19
20 21