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
$1.3B
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,772
New
Increased
Reduced
Closed

Top Sells

1 +$4.53M
2 +$1.59M
3 +$1.37M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$1.32M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.2M

Sector Composition

1 Technology 10.48%
2 Financials 8.26%
3 Healthcare 7.92%
4 Industrials 5.33%
5 Consumer Staples 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$2.33M 0.18%
23,078
+449
127
$2.24M 0.17%
12,893
-1,430
128
$2.17M 0.17%
30,462
-2,630
129
$2.14M 0.17%
8,062
+36
130
$2.12M 0.16%
10,202
-222
131
$2.07M 0.16%
36,199
+4,053
132
$2.02M 0.16%
5,563
-12,441
133
$2.02M 0.16%
34,418
+777
134
$1.98M 0.15%
17,829
-1,102
135
$1.96M 0.15%
35,534
+3,447
136
$1.94M 0.15%
23,703
-161
137
$1.92M 0.15%
24,457
+1,066
138
$1.91M 0.15%
260,000
+60,000
139
$1.85M 0.14%
39,522
140
$1.79M 0.14%
35,119
+4,111
141
$1.68M 0.13%
13,932
-775
142
$1.67M 0.13%
32,656
+18,056
143
$1.61M 0.12%
34,091
-611
144
$1.61M 0.12%
19,363
-55
145
$1.6M 0.12%
87,679
+4,156
146
$1.57M 0.12%
9,038
+315
147
$1.56M 0.12%
+40,909
148
$1.54M 0.12%
19,089
+11,132
149
$1.53M 0.12%
27,366
-4,297
150
$1.46M 0.11%
18,308
+48