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
901
$44.7K ﹤0.01%
2,188
-912
902
$44.5K ﹤0.01%
471
-123
903
$44.4K ﹤0.01%
684
+41
904
$44.1K ﹤0.01%
756
+36
905
$43.6K ﹤0.01%
4,638
906
$43.5K ﹤0.01%
962
-62
907
$43.5K ﹤0.01%
624
908
$43.4K ﹤0.01%
1,063
909
$43.2K ﹤0.01%
637
-170
910
$43.2K ﹤0.01%
400
+69
911
$43.2K ﹤0.01%
745
+373
912
$43K ﹤0.01%
321
-224
913
$42.9K ﹤0.01%
741
-121
914
$42.9K ﹤0.01%
5,133
+1,756
915
$42.9K ﹤0.01%
1,203
916
$42.9K ﹤0.01%
729
+7
917
$42.9K ﹤0.01%
458
918
$42.8K ﹤0.01%
203
-139
919
$42.8K ﹤0.01%
270
-2
920
$42.3K ﹤0.01%
850
921
$42.2K ﹤0.01%
371
922
$42.2K ﹤0.01%
519
923
$42.2K ﹤0.01%
1,099
+50
924
$42.1K ﹤0.01%
511
+263
925
$42.1K ﹤0.01%
567
+58
35 36
37
38 39