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
1701
$5.98K ﹤0.01%
215
1702
$5.97K ﹤0.01%
131
1703
$5.94K ﹤0.01%
233
+1
1704
$5.86K ﹤0.01%
103
1705
$5.84K ﹤0.01%
325
-77
1706
$5.81K ﹤0.01%
156
-3
1707
$5.76K ﹤0.01%
129
-5,715
1708
$5.76K ﹤0.01%
881
1709
$5.75K ﹤0.01%
214
-199
1710
$5.74K ﹤0.01%
241
-155
1711
$5.72K ﹤0.01%
105
+14
1712
$5.63K ﹤0.01%
+212
1713
$5.63K ﹤0.01%
63
1714
$5.58K ﹤0.01%
243
1715
$5.58K ﹤0.01%
511
-1,217
1716
$5.54K ﹤0.01%
70
1717
$5.51K ﹤0.01%
81
1718
$5.47K ﹤0.01%
+210
1719
$5.45K ﹤0.01%
53
1720
$5.44K ﹤0.01%
440
-309
1721
$5.36K ﹤0.01%
153
1722
$5.35K ﹤0.01%
206
-50
1723
$5.34K ﹤0.01%
317
1724
$5.32K ﹤0.01%
700
1725
$5.3K ﹤0.01%
32
+1
67 68
69
70 71