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
476
$80K 0.01%
672
-149
477
$79K 0.01%
3,320
+3,012
478
$78K 0.01%
129
479
$77K 0.01%
1,800
480
$77K 0.01%
2,904
481
$77K 0.01%
1,984
-186
482
$76K 0.01%
278
+141
483
$76K 0.01%
511
-27
484
$76K 0.01%
1,117
+37
485
$76K 0.01%
+524
486
$75K 0.01%
5,710
487
$75K 0.01%
7,421
+48
488
$75K 0.01%
+3,300
489
$74K 0.01%
1,892
-70
490
$74K 0.01%
4,000
491
$73K 0.01%
+429
492
$73K 0.01%
1,870
493
$72K 0.01%
5,532
-1,125
494
$72K 0.01%
841
495
$72K 0.01%
2,841
+811
496
$72K 0.01%
3,241
+2,531
497
$71K 0.01%
2,276
+5
498
$71K 0.01%
2,549
499
$70K 0.01%
225
-13
500
$70K 0.01%
974
-8,012