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
176
$3.41M 0.13%
53,336
-5,569
177
$3.38M 0.12%
40,203
+1,152
178
$3.38M 0.12%
31,285
+798
179
$3.38M 0.12%
151,046
-4,072
180
$3.29M 0.12%
32,589
-1,181
181
$3.28M 0.12%
13,705
-3,782
182
$3.28M 0.12%
61,809
+25,280
183
$3.19M 0.12%
16,008
-1,025
184
$3.15M 0.12%
47,819
-189
185
$3.02M 0.11%
15,051
+1,890
186
$2.89M 0.11%
25,400
-54,674
187
$2.88M 0.11%
28,542
-980
188
$2.87M 0.11%
9,300
-1,326
189
$2.85M 0.11%
76,209
-149,848
190
$2.76M 0.1%
23,627
+449
191
$2.59M 0.1%
16,423
-4,929
192
$2.52M 0.09%
25,668
-558
193
$2.45M 0.09%
24,740
+201
194
$2.42M 0.09%
208,010
+204
195
$2.32M 0.09%
28,488
-45,207
196
$2.29M 0.08%
26,358
-11,631
197
$2.28M 0.08%
6,884
+82
198
$2.26M 0.08%
19,561
-1,164
199
$2.26M 0.08%
6,168
-991
200
$2.23M 0.08%
87,611
-8,207
6 7
8
9 10