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
51
$6.81M 0.53%
69,738
+1,067
52
$6.66M 0.51%
82,608
-3,331
53
$6.48M 0.5%
38,304
+3,438
54
$6.43M 0.5%
49,250
-8,918
55
$6.23M 0.48%
63,968
+5,375
56
$6.06M 0.47%
153,382
-6,572
57
$6.05M 0.47%
145,185
-16,307
58
$5.96M 0.46%
27,950
-1,792
59
$5.83M 0.45%
31,656
+65
60
$5.83M 0.45%
34,811
+75
61
$5.64M 0.44%
69,883
-2,799
62
$5.55M 0.43%
87,611
+4,232
63
$5.51M 0.43%
41,032
-177
64
$5.46M 0.42%
48,382
+2,483
65
$5.45M 0.42%
103,197
+4,754
66
$5.44M 0.42%
53,546
-1,358
67
$5.34M 0.41%
31,181
+1,809
68
$5.29M 0.41%
75,878
-2,383
69
$5.27M 0.41%
96,241
+9,984
70
$5.25M 0.41%
86,504
+4,326
71
$5.16M 0.4%
61,954
+5,253
72
$5.14M 0.4%
104,664
-27,905
73
$5.13M 0.4%
56,155
-1,255
74
$5.05M 0.39%
53,320
+280
75
$5.04M 0.39%
49,919
+4,550