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
551
$129K ﹤0.01%
316
+9
552
$129K ﹤0.01%
2,771
-227
553
$129K ﹤0.01%
2,054
+267
554
$128K ﹤0.01%
1,791
+387
555
$128K ﹤0.01%
4,012
-327
556
$128K ﹤0.01%
602
-109
557
$128K ﹤0.01%
4,765
-665
558
$127K ﹤0.01%
2,786
+36
559
$125K ﹤0.01%
711
+58
560
$124K ﹤0.01%
612
+119
561
$124K ﹤0.01%
2,404
+291
562
$123K ﹤0.01%
4,586
+229
563
$123K ﹤0.01%
2,740
-1,113
564
$122K ﹤0.01%
10,311
565
$122K ﹤0.01%
1,434
-652
566
$120K ﹤0.01%
1,453
-69
567
$120K ﹤0.01%
497
+51
568
$119K ﹤0.01%
1,921
-415
569
$119K ﹤0.01%
397
+20
570
$119K ﹤0.01%
930
-80
571
$119K ﹤0.01%
1,317
+906
572
$118K ﹤0.01%
4,228
+24
573
$118K ﹤0.01%
1,016
+858
574
$118K ﹤0.01%
1,586
-189
575
$117K ﹤0.01%
522
-115
21 22
23
24 25