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
526
$143K 0.01%
1,371
+302
527
$142K 0.01%
1,781
+69
528
$142K 0.01%
1,867
529
$141K 0.01%
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530
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257
-26
531
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846
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532
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527
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533
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2,090
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534
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1,243
535
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2,370
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536
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291
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537
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538
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574
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$134K ﹤0.01%
1,730
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$133K ﹤0.01%
3,268
-1,053
541
$133K ﹤0.01%
1,521
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$132K ﹤0.01%
4,406
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543
$132K ﹤0.01%
402
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$132K ﹤0.01%
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545
$131K ﹤0.01%
2,573
-217
546
$131K ﹤0.01%
208
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547
$130K ﹤0.01%
1,108
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548
$130K ﹤0.01%
20,480
+694
549
$130K ﹤0.01%
1,072
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550
$129K ﹤0.01%
3,395
-10
20 21
22
23 24