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
101
$8.37M 0.31%
79,498
+3,270
102
$8.31M 0.31%
160,668
+23,267
103
$8.21M 0.3%
15,053
+1,279
104
$8.08M 0.3%
165,229
+159,403
105
$8M 0.29%
106,344
-9,991
106
$7.98M 0.29%
27,418
-1,165
107
$7.91M 0.29%
53,783
+6,503
108
$7.57M 0.28%
53,911
+1
109
$7.42M 0.27%
88,734
-15,468
110
$7.3M 0.27%
97,821
-1,516
111
$7.28M 0.27%
18,714
+2,033
112
$7.18M 0.26%
32,555
+1,945
113
$7.12M 0.26%
48,554
+323
114
$7.09M 0.26%
33,082
-931
115
$7.05M 0.26%
+118,560
116
$7.03M 0.26%
83,870
+40,603
117
$6.97M 0.26%
63,439
+32,379
118
$6.89M 0.25%
68,073
-1,900
119
$6.72M 0.25%
93,617
-1,037
120
$6.7M 0.25%
161,592
+11,005
121
$6.68M 0.25%
73,258
-73,356
122
$6.62M 0.24%
38,176
+2,766
123
$6.49M 0.24%
77,653
+23,127
124
$6.48M 0.24%
141,345
+37,668
125
$6.47M 0.24%
89,964
-3,531
3 4
5
6 7