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
826
$54.4K ﹤0.01%
557
+34
827
$54.1K ﹤0.01%
470
-92
828
$54K ﹤0.01%
497
+36
829
$53.7K ﹤0.01%
983
-185
830
$53.4K ﹤0.01%
674
-13
831
$53.2K ﹤0.01%
1,553
-5,284
832
$53K ﹤0.01%
273
-109
833
$53K ﹤0.01%
823
+2
834
$52.9K ﹤0.01%
511
+15
835
$52.8K ﹤0.01%
2,809
836
$52.7K ﹤0.01%
6,479
-3,013
837
$52.7K ﹤0.01%
242
-6
838
$52.7K ﹤0.01%
1,072
+32
839
$52.4K ﹤0.01%
354
+9
840
$51.9K ﹤0.01%
894
+25
841
$51.9K ﹤0.01%
1,456
+8
842
$51.7K ﹤0.01%
760
-71
843
$51.7K ﹤0.01%
838
-216
844
$51.4K ﹤0.01%
486
+68
845
$51.3K ﹤0.01%
633
+42
846
$51.3K ﹤0.01%
501
-129
847
$51.3K ﹤0.01%
72
+21
848
$51.1K ﹤0.01%
1,383
-622
849
$50.8K ﹤0.01%
1,201
850
$50.7K ﹤0.01%
1,235
-218
32 33
34
35 36