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
51
$15.5M 0.57%
58,167
+2,323
52
$15.5M 0.57%
326,949
-8,847
53
$14.5M 0.54%
356,848
+16,713
54
$14.5M 0.53%
201,010
-1,303
55
$14M 0.52%
168,556
+3,927
56
$14M 0.52%
529,327
-182,961
57
$13.9M 0.51%
280,993
+233,469
58
$13.9M 0.51%
139,426
-34,093
59
$13.7M 0.5%
137,489
+3,541
60
$13.6M 0.5%
737,735
+3,842
61
$13.5M 0.5%
82,477
+2,154
62
$13.4M 0.49%
140,667
+3,865
63
$13.2M 0.49%
+176,377
64
$13.2M 0.49%
59,893
+12,706
65
$13M 0.48%
443,798
-637,675
66
$13M 0.48%
122,136
-49,472
67
$13M 0.48%
62,761
+2,337
68
$12.7M 0.47%
143,688
-7,454
69
$12.5M 0.46%
114,023
-2,716
70
$11.7M 0.43%
267,322
+128,621
71
$11.7M 0.43%
64,858
-1,496
72
$11.6M 0.43%
44,200
-1,887
73
$11.5M 0.42%
135,857
+15,026
74
$11.3M 0.42%
109,699
-1,559
75
$11.2M 0.41%
29,748
-2,963
1 2
3
4 5