FHA

First Horizon Advisors Portfolio holdings

AUM $3.85B
1-Year Est. Return 16.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.99%
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
+$13M
2
+$11.4M
3
+$9.51M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$9.44M
5
FTNT icon
Fortinet
FTNT
+$8.31M

Top Sells

1
+$18.7M
2
+$10.3M
3
+$8.59M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$8.46M
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
851
$50.5K ﹤0.01%
713
852
$50.4K ﹤0.01%
1,068
-426
853
$50.3K ﹤0.01%
299
-17
854
$50K ﹤0.01%
748
855
$49.7K ﹤0.01%
1,079
-252
856
$49.6K ﹤0.01%
713
+33
857
$49.6K ﹤0.01%
725
858
$49.3K ﹤0.01%
1,282
+118
859
$49.3K ﹤0.01%
2,737
860
$49.1K ﹤0.01%
3,030
861
$48.9K ﹤0.01%
670
+22
862
$48.8K ﹤0.01%
1,058
863
$48.7K ﹤0.01%
432
864
$48.6K ﹤0.01%
+2,809
865
$48.5K ﹤0.01%
389
-52
866
$48.4K ﹤0.01%
1,046
867
$48.4K ﹤0.01%
2,715
868
$48.2K ﹤0.01%
1,037
-448
869
$48.2K ﹤0.01%
837
-51
870
$48.2K ﹤0.01%
761
-3
871
$48.1K ﹤0.01%
381
-147
872
$48K ﹤0.01%
946
+256
873
$47.9K ﹤0.01%
312
-21
874
$47.8K ﹤0.01%
1,014
875
$47.8K ﹤0.01%
319
+58
33 34
35
36 37