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
626
$96.3K ﹤0.01%
2,600
+1,119
627
$96.3K ﹤0.01%
933
+93
628
$96.1K ﹤0.01%
1,935
-359
629
$95.9K ﹤0.01%
1,203
630
$95.8K ﹤0.01%
746
-53
631
$95.5K ﹤0.01%
1,047
+422
632
$95.4K ﹤0.01%
3,097
+115
633
$95.1K ﹤0.01%
1,659
634
$95K ﹤0.01%
329
+24
635
$95K ﹤0.01%
708
-806
636
$94.9K ﹤0.01%
1,246
-17
637
$94.7K ﹤0.01%
814
-113
638
$94.7K ﹤0.01%
1,382
-349
639
$94.5K ﹤0.01%
2,242
+1,093
640
$94.1K ﹤0.01%
4,222
-2,542
641
$93.9K ﹤0.01%
249
+55
642
$93.8K ﹤0.01%
1,371
-28
643
$93.6K ﹤0.01%
2,850
644
$93.2K ﹤0.01%
182
+10
645
$92.9K ﹤0.01%
1,083
+74
646
$91.4K ﹤0.01%
5,085
-752
647
$91.2K ﹤0.01%
4,100
+1
648
$91K ﹤0.01%
541
+151
649
$90.8K ﹤0.01%
1,180
+125
650
$90.5K ﹤0.01%
831
+53
24 25
26
27 28