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
76
$11.1M 0.41%
173,796
+26
77
$10.9M 0.4%
60,427
-1,606
78
$10.8M 0.4%
51,044
+1,217
79
$10.5M 0.39%
87,427
+24,899
80
$10.4M 0.38%
88,100
-8,343
81
$10.3M 0.38%
22,657
-537
82
$10.3M 0.38%
38,895
-643
83
$10M 0.37%
162,888
+61,865
84
$9.9M 0.37%
46,150
+5,198
85
$9.76M 0.36%
79,855
+31,292
86
$9.66M 0.36%
115,040
-8,328
87
$9.49M 0.35%
725,890
+45,591
88
$9.44M 0.35%
17,136
-1,532
89
$9.34M 0.34%
120,203
+3,011
90
$9.26M 0.34%
150,983
-8,563
91
$9.2M 0.34%
58,186
+1,316
92
$9.19M 0.34%
12,733
+557
93
$9.17M 0.34%
136,016
+8,905
94
$8.99M 0.33%
33,762
-22,677
95
$8.9M 0.33%
64,149
+614
96
$8.84M 0.33%
176,812
+15,803
97
$8.78M 0.32%
295,554
-360,065
98
$8.72M 0.32%
82,685
+9,645
99
$8.69M 0.32%
41,752
-1,383
100
$8.45M 0.31%
106,160
-5,724
2 3
4
5 6