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
$1.3B
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,772
New
Increased
Reduced
Closed

Top Sells

1 +$4.53M
2 +$1.59M
3 +$1.37M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$1.32M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.2M

Sector Composition

1 Technology 10.48%
2 Financials 8.26%
3 Healthcare 7.92%
4 Industrials 5.33%
5 Consumer Staples 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$38K ﹤0.01%
522
652
$38K ﹤0.01%
685
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$37K ﹤0.01%
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$37K ﹤0.01%
8,170
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$37K ﹤0.01%
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$37K ﹤0.01%
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$37K ﹤0.01%
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$37K ﹤0.01%
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$37K ﹤0.01%
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$37K ﹤0.01%
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$37K ﹤0.01%
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$36K ﹤0.01%
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$36K ﹤0.01%
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$35K ﹤0.01%
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$35K ﹤0.01%
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$35K ﹤0.01%
731
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