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
26
$23.2M 0.86%
245,573
+21,787
27
$23.2M 0.85%
208,817
-10,381
28
$22.6M 0.83%
133,497
-3,311
29
$22.4M 0.83%
128,721
+3,142
30
$22.4M 0.82%
119,252
-2,170
31
$22.2M 0.82%
258,830
-9,633
32
$22.2M 0.82%
432,377
+5,629
33
$22.1M 0.82%
468,390
+5,760
34
$21M 0.78%
141,194
+4,324
35
$20.9M 0.77%
341,183
+30,813
36
$20.2M 0.74%
94,716
+650
37
$19.8M 0.73%
276,654
+5,653
38
$19.7M 0.73%
182,100
-32,074
39
$19.6M 0.72%
433,584
+247
40
$19M 0.7%
134,727
-6,752
41
$18.7M 0.69%
104,391
+24,773
42
$17.9M 0.66%
144,044
-4,562
43
$17.6M 0.65%
418,273
+14,390
44
$17.3M 0.64%
309,970
+2,980
45
$17.2M 0.64%
171,908
+4,442
46
$17M 0.63%
83,223
-28,643
47
$16.6M 0.61%
49,207
+20,819
48
$16.3M 0.6%
183,546
-2,566
49
$16M 0.59%
83,928
+1,034
50
$15.9M 0.59%
65,618
-309
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