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
$1.3B
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,772
New
Increased
Reduced
Closed

Top Sells

1 +$4.53M
2 +$1.59M
3 +$1.37M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$1.32M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.2M

Sector Composition

1 Technology 10.48%
2 Financials 8.26%
3 Healthcare 7.92%
4 Industrials 5.33%
5 Consumer Staples 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$1.46M 0.11%
24,234
+1,712
152
$1.44M 0.11%
12,620
-1,506
153
$1.37M 0.11%
18,872
+2,432
154
$1.37M 0.11%
7,396
-388
155
$1.35M 0.1%
23,000
+125
156
$1.32M 0.1%
11,088
-921
157
$1.31M 0.1%
4,481
-570
158
$1.31M 0.1%
7,201
+194
159
$1.29M 0.1%
14,670
+822
160
$1.28M 0.1%
5,270
-319
161
$1.25M 0.1%
43,323
-2,832
162
$1.23M 0.09%
6,164
+679
163
$1.18M 0.09%
12,713
-75
164
$1.18M 0.09%
45,621
-477
165
$1.17M 0.09%
18,673
-59
166
$1.17M 0.09%
10,201
-160
167
$1.15M 0.09%
24,336
+1,332
168
$1.13M 0.09%
14,444
-354
169
$1.1M 0.08%
15,520
+1,385
170
$1.08M 0.08%
15,368
-1,856
171
$1.07M 0.08%
35,691
+2,668
172
$1.04M 0.08%
14,551
+385
173
$1.01M 0.08%
4,132
-63
174
$993K 0.08%
6,057
-2,496
175
$982K 0.08%
13,085
-4,644