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
1801
$3.78K ﹤0.01%
500
1802
$3.77K ﹤0.01%
500
-302
1803
$3.75K ﹤0.01%
93
+14
1804
$3.73K ﹤0.01%
102
-140
1805
$3.69K ﹤0.01%
98
-230
1806
$3.68K ﹤0.01%
89
1807
$3.65K ﹤0.01%
91
-28
1808
$3.64K ﹤0.01%
18
1809
$3.63K ﹤0.01%
163
+5
1810
$3.61K ﹤0.01%
65
-240
1811
$3.61K ﹤0.01%
+77
1812
$3.6K ﹤0.01%
582
1813
$3.6K ﹤0.01%
74
-42
1814
$3.59K ﹤0.01%
87
-39
1815
$3.58K ﹤0.01%
166
-22
1816
$3.53K ﹤0.01%
1,244
+775
1817
$3.53K ﹤0.01%
143
1818
$3.53K ﹤0.01%
19
1819
$3.53K ﹤0.01%
106
-210
1820
$3.5K ﹤0.01%
297
1821
$3.46K ﹤0.01%
111
1822
$3.42K ﹤0.01%
301
1823
$3.42K ﹤0.01%
11
1824
$3.4K ﹤0.01%
75
1825
$3.37K ﹤0.01%
57
71 72
73
74 75