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
476
$181K 0.01%
2,331
-8
477
$179K 0.01%
641
+64
478
$177K 0.01%
2,144
+64
479
$176K 0.01%
609
+116
480
$176K 0.01%
6,490
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481
$175K 0.01%
3,477
-712
482
$175K 0.01%
23,305
+2,088
483
$174K 0.01%
1,284
484
$174K 0.01%
339
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485
$174K 0.01%
5,603
+174
486
$173K 0.01%
1,836
-15
487
$173K 0.01%
1,332
-177
488
$170K 0.01%
8,194
489
$170K 0.01%
10,623
-143
490
$168K 0.01%
2,002
-136
491
$168K 0.01%
116
492
$166K 0.01%
4,882
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493
$166K 0.01%
4,694
-27
494
$165K 0.01%
1,996
+630
495
$165K 0.01%
424
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496
$164K 0.01%
6,971
-257
497
$164K 0.01%
962
498
$163K 0.01%
2,519
+750
499
$161K 0.01%
1,793
+193
500
$161K 0.01%
1,635
+1,279
18 19
20
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