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
151
$4.97M 0.18%
23,593
+3,423
152
$4.96M 0.18%
+296,621
153
$4.91M 0.18%
+98,886
154
$4.68M 0.17%
93,398
+25,484
155
$4.34M 0.16%
74,272
+7,388
156
$4.3M 0.16%
51,012
+3,552
157
$4.29M 0.16%
47,121
+8,975
158
$4.28M 0.16%
59,538
-68
159
$4.26M 0.16%
48,647
-2,363
160
$4.13M 0.15%
184,513
-272,135
161
$4.11M 0.15%
90,230
-77,948
162
$4.09M 0.15%
97,624
+5,170
163
$4.03M 0.15%
41,562
+26,763
164
$4M 0.15%
121,282
-146,568
165
$3.98M 0.15%
29,320
+108
166
$3.98M 0.15%
63,943
+7,904
167
$3.98M 0.15%
9,201
+80
168
$3.91M 0.14%
7,383
-123
169
$3.88M 0.14%
112,211
-29,500
170
$3.86M 0.14%
37,482
-851
171
$3.75M 0.14%
74,927
+74,077
172
$3.69M 0.14%
17,773
+248
173
$3.65M 0.13%
19,907
+3,733
174
$3.52M 0.13%
24,260
-9,050
175
$3.52M 0.13%
85,743
-20,286
5 6
7
8 9