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
1826
$3.36K ﹤0.01%
+112
1827
$3.35K ﹤0.01%
79
1828
$3.34K ﹤0.01%
101
+1
1829
$3.34K ﹤0.01%
175
+60
1830
$3.33K ﹤0.01%
49
-8
1831
$3.3K ﹤0.01%
85
-614
1832
$3.29K ﹤0.01%
270
-231
1833
$3.28K ﹤0.01%
126
-525
1834
$3.27K ﹤0.01%
13
-2
1835
$3.26K ﹤0.01%
164
+80
1836
$3.26K ﹤0.01%
82
1837
$3.24K ﹤0.01%
275
+62
1838
$3.23K ﹤0.01%
13
1839
$3.23K ﹤0.01%
350
1840
$3.22K ﹤0.01%
37
1841
$3.21K ﹤0.01%
52
-202
1842
$3.21K ﹤0.01%
43
1843
$3.21K ﹤0.01%
84
-89
1844
$3.17K ﹤0.01%
65
+21
1845
$3.15K ﹤0.01%
60
-77
1846
$3.15K ﹤0.01%
15
-1
1847
$3.14K ﹤0.01%
734
-717
1848
$3.12K ﹤0.01%
110
-1
1849
$3.12K ﹤0.01%
500
1850
$3.12K ﹤0.01%
31
+8
72 73
74
75 76