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
1351
$15K ﹤0.01%
706
1352
$15K ﹤0.01%
130
+72
1353
$14.9K ﹤0.01%
+347
1354
$14.8K ﹤0.01%
333
1355
$14.8K ﹤0.01%
1,952
1356
$14.8K ﹤0.01%
468
1357
$14.8K ﹤0.01%
240
-45
1358
$14.7K ﹤0.01%
1,151
1359
$14.7K ﹤0.01%
2,698
+92
1360
$14.7K ﹤0.01%
167
1361
$14.7K ﹤0.01%
409
1362
$14.7K ﹤0.01%
+386
1363
$14.6K ﹤0.01%
321
1364
$14.6K ﹤0.01%
302
1365
$14.6K ﹤0.01%
416
1366
$14.5K ﹤0.01%
586
+446
1367
$14.4K ﹤0.01%
188
+26
1368
$14.4K ﹤0.01%
61
-82
1369
$14.4K ﹤0.01%
1,334
+599
1370
$14.3K ﹤0.01%
142
1371
$14.3K ﹤0.01%
375
-172
1372
$14.2K ﹤0.01%
2,030
1373
$14.2K ﹤0.01%
467
-68
1374
$14.2K ﹤0.01%
190
-188
1375
$14.2K ﹤0.01%
1,100
53 54
55
56 57