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
$2.81B
AUM Growth
+$984M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,716
New
Increased
Reduced
Closed

Top Buys

1
+$47.1M
2
+$46.2M
3
+$43.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$40.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$33.7M

Top Sells

1
+$3.69M
2
+$3.58M
3
+$3.39M
4
DHR icon
Danaher
DHR
+$3.02M
5
TMO icon
Thermo Fisher Scientific
TMO
+$2.6M

Sector Composition

1 Technology 12.42%
2 Healthcare 9.33%
3 Financials 7.45%
4 Consumer Staples 5.63%
5 Industrials 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$40K ﹤0.01%
670
1002
$40K ﹤0.01%
385
+64
1003
$40K ﹤0.01%
1,656
+1,231
1004
$40K ﹤0.01%
1,289
-100
1005
$40K ﹤0.01%
409
+181
1006
$40K ﹤0.01%
859
+166
1007
$40K ﹤0.01%
+1,049
1008
$40K ﹤0.01%
+1,305
1009
$40K ﹤0.01%
+641
1010
$40K ﹤0.01%
357
-17
1011
$40K ﹤0.01%
159
+148
1012
$39K ﹤0.01%
584
+83
1013
$39K ﹤0.01%
+2,316
1014
$39K ﹤0.01%
+441
1015
$39K ﹤0.01%
1,000
+500
1016
$39K ﹤0.01%
503
+14
1017
$39K ﹤0.01%
674
-32
1018
$39K ﹤0.01%
1,440
+690
1019
$39K ﹤0.01%
+2,110
1020
$39K ﹤0.01%
845
-97
1021
$38K ﹤0.01%
919
+19
1022
$38K ﹤0.01%
632
+307
1023
$38K ﹤0.01%
530
+43
1024
$38K ﹤0.01%
3,000
-24
1025
$38K ﹤0.01%
1,105
-132
39 40
41
42 43