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
801
$58K ﹤0.01%
883
-19
802
$58K ﹤0.01%
481
-3
803
$57.9K ﹤0.01%
1,172
+116
804
$57.8K ﹤0.01%
9,612
+1,180
805
$57.7K ﹤0.01%
702
-383
806
$57.6K ﹤0.01%
446
807
$57.4K ﹤0.01%
433
+150
808
$57.2K ﹤0.01%
1,021
+15
809
$57.1K ﹤0.01%
1,704
-1,009
810
$56.7K ﹤0.01%
1,404
-20
811
$56.6K ﹤0.01%
906
+149
812
$56.6K ﹤0.01%
1,275
+325
813
$56.6K ﹤0.01%
736
+91
814
$56.6K ﹤0.01%
238
815
$56.4K ﹤0.01%
808
+95
816
$56.3K ﹤0.01%
1,979
-93
817
$56.3K ﹤0.01%
1,660
-55
818
$56.1K ﹤0.01%
2,197
+505
819
$55.9K ﹤0.01%
3,200
-405
820
$55.8K ﹤0.01%
665
821
$55.5K ﹤0.01%
531
+117
822
$55.5K ﹤0.01%
1,261
-31,077
823
$55.2K ﹤0.01%
957
+11
824
$55K ﹤0.01%
698
-74
825
$54.6K ﹤0.01%
335
31 32
33
34 35