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
126
$6.45M 0.24%
42,488
+14,465
127
$6.4M 0.24%
19,122
-1,567
128
$6.34M 0.23%
68,165
+9,843
129
$6.29M 0.23%
46,371
-2,182
130
$6.19M 0.23%
252,835
+6,090
131
$6.19M 0.23%
83,277
+24,874
132
$6.17M 0.23%
25,993
+24,068
133
$6.13M 0.23%
108,072
+107,288
134
$6.12M 0.23%
38,517
-1,504
135
$6.05M 0.22%
63,019
-2,018
136
$5.95M 0.22%
19,251
-85
137
$5.61M 0.21%
143,935
-60,677
138
$5.61M 0.21%
42,278
-10,552
139
$5.6M 0.21%
67,842
-6,332
140
$5.54M 0.2%
44,305
-100
141
$5.5M 0.2%
11,819
-242
142
$5.48M 0.2%
33,152
-775
143
$5.48M 0.2%
36,589
-1,923
144
$5.45M 0.2%
101,123
-129,303
145
$5.44M 0.2%
121,023
+31,305
146
$5.38M 0.2%
66,304
+47,361
147
$5.31M 0.2%
12,003
148
$5.18M 0.19%
38,273
-2,221
149
$5.17M 0.19%
110,876
+14,392
150
$5.02M 0.19%
115,080
+843
4 5
6
7 8