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
1576
$8.83K ﹤0.01%
63
-614
1577
$8.83K ﹤0.01%
685
+158
1578
$8.82K ﹤0.01%
251
-217
1579
$8.82K ﹤0.01%
333
1580
$8.81K ﹤0.01%
46
1581
$8.77K ﹤0.01%
441
+223
1582
$8.76K ﹤0.01%
586
+35
1583
$8.72K ﹤0.01%
701
1584
$8.69K ﹤0.01%
272
+35
1585
$8.63K ﹤0.01%
248
-33
1586
$8.63K ﹤0.01%
1,380
+1,206
1587
$8.55K ﹤0.01%
750
1588
$8.49K ﹤0.01%
253
+116
1589
$8.47K ﹤0.01%
10,815
1590
$8.46K ﹤0.01%
224
-16
1591
$8.45K ﹤0.01%
340
1592
$8.43K ﹤0.01%
177
1593
$8.35K ﹤0.01%
72
1594
$8.31K ﹤0.01%
998
+310
1595
$8.28K ﹤0.01%
52
1596
$8.26K ﹤0.01%
96
1597
$8.14K ﹤0.01%
421
-84
1598
$8.12K ﹤0.01%
+250
1599
$8.07K ﹤0.01%
198
-122
1600
$8.04K ﹤0.01%
215
+1
62 63
64
65 66