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
1926
$2.29K ﹤0.01%
92
1927
$2.29K ﹤0.01%
242
-4,606
1928
$2.25K ﹤0.01%
+221
1929
$2.24K ﹤0.01%
52
1930
$2.21K ﹤0.01%
34
+11
1931
$2.19K ﹤0.01%
500
1932
$2.17K ﹤0.01%
151
1933
$2.17K ﹤0.01%
29
-10
1934
$2.15K ﹤0.01%
30
-1
1935
$2.15K ﹤0.01%
118
+99
1936
$2.14K ﹤0.01%
333
-489
1937
$2.13K ﹤0.01%
134
-64
1938
$2.13K ﹤0.01%
36
1939
$2.12K ﹤0.01%
215
+126
1940
$2.11K ﹤0.01%
+62
1941
$2.09K ﹤0.01%
+73
1942
$2.09K ﹤0.01%
39
1943
$2.09K ﹤0.01%
54
+18
1944
$2.08K ﹤0.01%
+70
1945
$2.07K ﹤0.01%
37
1946
$2.06K ﹤0.01%
100
+84
1947
$2.05K ﹤0.01%
+32
1948
$2.05K ﹤0.01%
29
1949
$2.04K ﹤0.01%
26
1950
$2.04K ﹤0.01%
230
-243
76 77
78
79 80