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
576
$117K ﹤0.01%
3,355
+80
577
$117K ﹤0.01%
691
+30
578
$117K ﹤0.01%
1,820
579
$117K ﹤0.01%
6,140
-1,460
580
$115K ﹤0.01%
462
-127
581
$115K ﹤0.01%
3,600
582
$115K ﹤0.01%
959
+7
583
$114K ﹤0.01%
1,550
584
$113K ﹤0.01%
495
-1
585
$113K ﹤0.01%
3,252
-663
586
$112K ﹤0.01%
3,580
+139
587
$111K ﹤0.01%
1,351
-50
588
$110K ﹤0.01%
890
+5
589
$110K ﹤0.01%
1,622
+219
590
$110K ﹤0.01%
1,673
-66
591
$109K ﹤0.01%
4,127
+72
592
$109K ﹤0.01%
650
-28
593
$109K ﹤0.01%
960
+86
594
$108K ﹤0.01%
1,699
595
$106K ﹤0.01%
3,634
596
$103K ﹤0.01%
1,370
597
$102K ﹤0.01%
3,813
598
$102K ﹤0.01%
1,446
-283
599
$102K ﹤0.01%
1,064
+896
600
$102K ﹤0.01%
2,469
-11
22 23
24
25 26