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
1551
$9.49K ﹤0.01%
619
-462
1552
$9.44K ﹤0.01%
227
-3
1553
$9.44K ﹤0.01%
505
+179
1554
$9.44K ﹤0.01%
470
+306
1555
$9.42K ﹤0.01%
1,000
1556
$9.42K ﹤0.01%
123
-12
1557
$9.4K ﹤0.01%
109
+1
1558
$9.37K ﹤0.01%
547
+5
1559
$9.36K ﹤0.01%
620
1560
$9.36K ﹤0.01%
294
1561
$9.36K ﹤0.01%
484
1562
$9.34K ﹤0.01%
57
+1
1563
$9.33K ﹤0.01%
343
-23
1564
$9.32K ﹤0.01%
220
+48
1565
$9.17K ﹤0.01%
350
1566
$9.16K ﹤0.01%
192
-900
1567
$9.15K ﹤0.01%
232
+207
1568
$9.05K ﹤0.01%
68
+13
1569
$9.02K ﹤0.01%
261
+1
1570
$9.02K ﹤0.01%
293
-77
1571
$8.97K ﹤0.01%
403
+37
1572
$8.93K ﹤0.01%
195
-21
1573
$8.89K ﹤0.01%
294
-45
1574
$8.88K ﹤0.01%
279
1575
$8.85K ﹤0.01%
325
61 62
63
64 65