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
1001
$35.2K ﹤0.01%
357
1002
$35K ﹤0.01%
3,898
1003
$34.9K ﹤0.01%
312
-42
1004
$34.9K ﹤0.01%
1,259
+16
1005
$34.8K ﹤0.01%
1,455
+149
1006
$34.8K ﹤0.01%
514
+35
1007
$34.7K ﹤0.01%
860
+159
1008
$34.7K ﹤0.01%
992
1009
$34.7K ﹤0.01%
219
1010
$34.7K ﹤0.01%
1,712
1011
$34.6K ﹤0.01%
176
+13
1012
$34.6K ﹤0.01%
542
-8
1013
$34.6K ﹤0.01%
145
+58
1014
$34.5K ﹤0.01%
630
+37
1015
$34.5K ﹤0.01%
1,552
+70
1016
$34.5K ﹤0.01%
211
-38
1017
$34.4K ﹤0.01%
1,019
1018
$34.4K ﹤0.01%
1,019
+91
1019
$34.3K ﹤0.01%
801
+159
1020
$34.2K ﹤0.01%
279
-160
1021
$34.1K ﹤0.01%
856
+118
1022
$34.1K ﹤0.01%
765
+33
1023
$34K ﹤0.01%
236
+39
1024
$34K ﹤0.01%
987
1025
$34K ﹤0.01%
3,035
+719
39 40
41
42 43