FHA

First Horizon Advisors Portfolio holdings

AUM $3.85B
1-Year Est. Return 16.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.99%
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
+$13M
2
+$11.4M
3
+$9.51M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$9.44M
5
FTNT icon
Fortinet
FTNT
+$8.31M

Top Sells

1
+$18.7M
2
+$10.3M
3
+$8.59M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$8.46M
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
651
$90K ﹤0.01%
7,650
652
$89.6K ﹤0.01%
2,274
+706
653
$88.9K ﹤0.01%
1,124
+49
654
$88.8K ﹤0.01%
6,984
-756
655
$88.7K ﹤0.01%
2,133
-334
656
$88.6K ﹤0.01%
1,332
-6
657
$87.8K ﹤0.01%
3,455
658
$87.7K ﹤0.01%
2,158
-287
659
$87.4K ﹤0.01%
1,186
-515
660
$87.3K ﹤0.01%
3,597
-31
661
$87.2K ﹤0.01%
1,235
662
$86.8K ﹤0.01%
1,378
+25
663
$86.6K ﹤0.01%
2,297
+2,272
664
$86.3K ﹤0.01%
1,127
+2
665
$86K ﹤0.01%
4,078
-949
666
$85.9K ﹤0.01%
719
+65
667
$85.6K ﹤0.01%
5,397
-1,208
668
$85.4K ﹤0.01%
2,082
-10
669
$85.3K ﹤0.01%
840
+28
670
$85.2K ﹤0.01%
1,328
-560
671
$84.9K ﹤0.01%
1,726
+14
672
$84.7K ﹤0.01%
1,504
+106
673
$84.5K ﹤0.01%
2,179
674
$84.5K ﹤0.01%
3,182
-331
675
$84.3K ﹤0.01%
754
25 26
27
28 29