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
751
$64.8K ﹤0.01%
1,213
-427
752
$64.7K ﹤0.01%
4,392
+1,707
753
$64.7K ﹤0.01%
1,002
+67
754
$64.7K ﹤0.01%
727
-12
755
$64.4K ﹤0.01%
2,918
-2,000
756
$64.3K ﹤0.01%
1,419
757
$64.3K ﹤0.01%
1,358
+177
758
$64.2K ﹤0.01%
1,030
-89
759
$64.1K ﹤0.01%
2,645
-1,734
760
$64K ﹤0.01%
842
+20
761
$63.9K ﹤0.01%
1,594
-96
762
$63.3K ﹤0.01%
1,535
-1,575
763
$63.2K ﹤0.01%
462
-10
764
$63.2K ﹤0.01%
391
+8
765
$63.1K ﹤0.01%
490
+85
766
$63K ﹤0.01%
639
767
$62.9K ﹤0.01%
+1,276
768
$62.8K ﹤0.01%
1,490
769
$62.8K ﹤0.01%
998
-101
770
$62.8K ﹤0.01%
394
-258
771
$62.7K ﹤0.01%
625
+38
772
$62.6K ﹤0.01%
2,791
+55
773
$62.5K ﹤0.01%
+572
774
$61.9K ﹤0.01%
574
-18
775
$61.7K ﹤0.01%
1,228
-1,000
29 30
31
32 33