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
676
$84.3K ﹤0.01%
754
677
$84.1K ﹤0.01%
2,563
+157
678
$84.1K ﹤0.01%
3,097
-192
679
$84.1K ﹤0.01%
1,258
-282
680
$83.6K ﹤0.01%
736
681
$83.5K ﹤0.01%
2,442
-146
682
$83K ﹤0.01%
978
-106
683
$82.8K ﹤0.01%
1,856
+677
684
$82.7K ﹤0.01%
3,000
685
$81.9K ﹤0.01%
999
-30
686
$81.7K ﹤0.01%
1,840
-135
687
$81.5K ﹤0.01%
2,088
688
$81.1K ﹤0.01%
2,220
689
$81.1K ﹤0.01%
1,148
-9
690
$80.5K ﹤0.01%
2,851
+126
691
$80.4K ﹤0.01%
2,288
+289
692
$80K ﹤0.01%
365
693
$79.9K ﹤0.01%
828
-26
694
$79.8K ﹤0.01%
+2,711
695
$78.9K ﹤0.01%
747
-66
696
$78.9K ﹤0.01%
1,068
+72
697
$77.8K ﹤0.01%
2,832
698
$77.4K ﹤0.01%
3,274
-1,084
699
$77.4K ﹤0.01%
4,336
-2,452
700
$77.3K ﹤0.01%
1,052
-115
26 27
28
29 30