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
1051
$32.1K ﹤0.01%
1,324
-99
1052
$32K ﹤0.01%
567
+43
1053
$32K ﹤0.01%
1,411
1054
$32K ﹤0.01%
128
+48
1055
$31.8K ﹤0.01%
1,835
-835
1056
$31.8K ﹤0.01%
261
-102
1057
$31.8K ﹤0.01%
1,000
1058
$31.7K ﹤0.01%
1,059
-67
1059
$31.7K ﹤0.01%
1,555
1060
$31.6K ﹤0.01%
919
1061
$31.5K ﹤0.01%
308
+13
1062
$31.5K ﹤0.01%
1,452
1063
$31.4K ﹤0.01%
1,428
1064
$31.4K ﹤0.01%
271
1065
$31.4K ﹤0.01%
307
-249
1066
$31.4K ﹤0.01%
514
-258
1067
$31.3K ﹤0.01%
381
1068
$31.3K ﹤0.01%
345
-65
1069
$31.2K ﹤0.01%
296
+105
1070
$31.1K ﹤0.01%
1,208
-2,715
1071
$31.1K ﹤0.01%
202
+3
1072
$30.9K ﹤0.01%
585
-106
1073
$30.8K ﹤0.01%
682
+213
1074
$30.6K ﹤0.01%
2,407
+359
1075
$30.4K ﹤0.01%
677
+1
41 42
43
44 45