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
501
$161K 0.01%
4,122
+2
502
$161K 0.01%
383
+28
503
$160K 0.01%
1,809
-1,286
504
$160K 0.01%
1,416
+225
505
$160K 0.01%
5,750
-250
506
$159K 0.01%
1,121
-448
507
$159K 0.01%
2,747
508
$159K 0.01%
694
-88
509
$156K 0.01%
4,500
510
$154K 0.01%
6,275
-9,616
511
$154K 0.01%
8,511
-229
512
$154K 0.01%
3,848
+1,622
513
$153K 0.01%
1,616
+30
514
$151K 0.01%
2,246
-523
515
$151K 0.01%
1,691
-71
516
$151K 0.01%
1,719
-28
517
$149K 0.01%
6,179
-800
518
$149K 0.01%
18,133
+11,988
519
$149K 0.01%
3,075
+199
520
$148K 0.01%
6,775
+958
521
$147K 0.01%
3,067
-60
522
$147K 0.01%
2,938
-180
523
$145K 0.01%
3,053
-1,888
524
$145K 0.01%
4,400
-70
525
$144K 0.01%
782
-299
19 20
21
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