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
1676
$6.38K ﹤0.01%
1,383
+246
1677
$6.34K ﹤0.01%
112
+1
1678
$6.34K ﹤0.01%
255
-845
1679
$6.3K ﹤0.01%
90
-119
1680
$6.29K ﹤0.01%
240
+34
1681
$6.27K ﹤0.01%
+74
1682
$6.23K ﹤0.01%
800
-566
1683
$6.22K ﹤0.01%
163
+40
1684
$6.21K ﹤0.01%
66
1685
$6.19K ﹤0.01%
331
+3
1686
$6.18K ﹤0.01%
915
+80
1687
$6.17K ﹤0.01%
198
1688
$6.14K ﹤0.01%
101
1689
$6.12K ﹤0.01%
120
-14
1690
$6.09K ﹤0.01%
191
-750
1691
$6.06K ﹤0.01%
600
1692
$6.05K ﹤0.01%
203
+25
1693
$6.05K ﹤0.01%
70
+22
1694
$6.02K ﹤0.01%
112
1695
$6.01K ﹤0.01%
1,018
+3
1696
$6K ﹤0.01%
330
1697
$5.99K ﹤0.01%
405
+4
1698
$5.99K ﹤0.01%
234
-29
1699
$5.99K ﹤0.01%
+209
1700
$5.99K ﹤0.01%
602
-3,572
66 67
68
69 70