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
1201
$22.5K ﹤0.01%
129
-76
1202
$22.3K ﹤0.01%
183
+69
1203
$22.3K ﹤0.01%
1,265
-67
1204
$22.2K ﹤0.01%
975
1205
$22.1K ﹤0.01%
541
-39
1206
$22K ﹤0.01%
15,069
1207
$22K ﹤0.01%
192
1208
$22K ﹤0.01%
844
-77
1209
$21.9K ﹤0.01%
918
1210
$21.6K ﹤0.01%
793
1211
$21.6K ﹤0.01%
1,848
-80
1212
$21.5K ﹤0.01%
731
+9
1213
$21.4K ﹤0.01%
502
-98
1214
$21.4K ﹤0.01%
144
+20
1215
$21.4K ﹤0.01%
1,339
1216
$21.4K ﹤0.01%
253
+8
1217
$21.4K ﹤0.01%
1,320
+168
1218
$21.3K ﹤0.01%
226
+41
1219
$21.3K ﹤0.01%
309
+1
1220
$21.2K ﹤0.01%
227
-26
1221
$21.2K ﹤0.01%
750
1222
$21.2K ﹤0.01%
676
1223
$21K ﹤0.01%
2,000
1224
$20.9K ﹤0.01%
300
1225
$20.9K ﹤0.01%
185
-70
47 48
49
50 51