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
701
$76.4K ﹤0.01%
1,001
+38
702
$76K ﹤0.01%
923
+77
703
$75.5K ﹤0.01%
430
+60
704
$75K ﹤0.01%
1,115
-289
705
$74.2K ﹤0.01%
1,182
+642
706
$74K ﹤0.01%
2,993
+645
707
$73.9K ﹤0.01%
238
+52
708
$73.6K ﹤0.01%
877
+118
709
$73.4K ﹤0.01%
735
+159
710
$73.3K ﹤0.01%
333
+29
711
$73.3K ﹤0.01%
1,029
-215
712
$73.2K ﹤0.01%
1,040
-104
713
$73.1K ﹤0.01%
258
+153
714
$72.9K ﹤0.01%
1,273
715
$72.8K ﹤0.01%
1,274
+488
716
$72.7K ﹤0.01%
821
-68
717
$72.7K ﹤0.01%
3,352
718
$72.6K ﹤0.01%
803
719
$72.4K ﹤0.01%
1,320
+6
720
$72.1K ﹤0.01%
1,719
+53
721
$71.9K ﹤0.01%
920
+122
722
$71.2K ﹤0.01%
1,191
+21
723
$71K ﹤0.01%
516
+36
724
$70.7K ﹤0.01%
674
-24
725
$70.5K ﹤0.01%
1,394
+33
27 28
29
30 31