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
601
$102K ﹤0.01%
1,200
602
$101K ﹤0.01%
3,548
-202
603
$101K ﹤0.01%
705
+371
604
$101K ﹤0.01%
2,144
+189
605
$101K ﹤0.01%
717
606
$101K ﹤0.01%
154
+9
607
$101K ﹤0.01%
1,373
+154
608
$100K ﹤0.01%
1,165
-280
609
$100K ﹤0.01%
6,739
-12
610
$99.7K ﹤0.01%
2,216
-442
611
$99.6K ﹤0.01%
533
+137
612
$99.5K ﹤0.01%
3,681
-2,847
613
$98.5K ﹤0.01%
4,058
614
$98.4K ﹤0.01%
562
+68
615
$98K ﹤0.01%
4,130
+134
616
$98K ﹤0.01%
818
+14
617
$97.7K ﹤0.01%
2,976
-245
618
$97.2K ﹤0.01%
1,601
+18
619
$96.9K ﹤0.01%
2,204
+155
620
$96.8K ﹤0.01%
57,600
621
$96.8K ﹤0.01%
1,919
+344
622
$96.7K ﹤0.01%
1,474
-27
623
$96.6K ﹤0.01%
634
-16
624
$96.5K ﹤0.01%
497
+45
625
$96.3K ﹤0.01%
582
+82
23 24
25
26 27