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
1026
$33.8K ﹤0.01%
393
+43
1027
$33.8K ﹤0.01%
3,040
+54
1028
$33.8K ﹤0.01%
672
-108
1029
$33.7K ﹤0.01%
666
1030
$33.7K ﹤0.01%
+1,813
1031
$33.7K ﹤0.01%
964
-556
1032
$33.6K ﹤0.01%
369
1033
$33.6K ﹤0.01%
114
+17
1034
$33.4K ﹤0.01%
306
-458
1035
$33.3K ﹤0.01%
380
1036
$33.3K ﹤0.01%
2,076
-338
1037
$33.2K ﹤0.01%
398
+2
1038
$33.1K ﹤0.01%
615
-27
1039
$32.9K ﹤0.01%
1,379
-839
1040
$32.8K ﹤0.01%
500
-31
1041
$32.8K ﹤0.01%
82
1042
$32.8K ﹤0.01%
1,104
1043
$32.8K ﹤0.01%
97
+66
1044
$32.7K ﹤0.01%
745
-377
1045
$32.6K ﹤0.01%
375
1046
$32.6K ﹤0.01%
96
-10
1047
$32.3K ﹤0.01%
158
-17
1048
$32.3K ﹤0.01%
1,565
+87
1049
$32.2K ﹤0.01%
2,905
+1,218
1050
$32.2K ﹤0.01%
575
40 41
42
43 44