FHA

First Horizon Advisors Portfolio holdings

AUM $3.85B
1-Year Est. Return 16.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.81B
AUM Growth
+$984M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,715
New
Increased
Reduced
Closed

Top Buys

1
+$50.2M
2
+$47.4M
3
+$47M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$43.7M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$36.8M

Top Sells

1
+$3.92M
2
+$3.59M
3
+$3.54M
4
DHR icon
Danaher
DHR
+$3.09M
5
RHI icon
Robert Half
RHI
+$2.77M

Sector Composition

1 Technology 12.42%
2 Healthcare 9.33%
3 Financials 7.45%
4 Consumer Staples 5.63%
5 Industrials 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$2K ﹤0.01%
460
+346
2002
$2K ﹤0.01%
+41
2003
$2K ﹤0.01%
73
2004
$2K ﹤0.01%
+36
2005
$2K ﹤0.01%
+727
2006
$2K ﹤0.01%
53
+45
2007
$2K ﹤0.01%
+140
2008
$2K ﹤0.01%
162
-322
2009
$2K ﹤0.01%
159
-54
2010
$2K ﹤0.01%
+19
2011
$2K ﹤0.01%
119
-1,866
2012
$2K ﹤0.01%
19
+9
2013
$2K ﹤0.01%
+102
2014
$2K ﹤0.01%
+104
2015
$2K ﹤0.01%
28
+24
2016
$2K ﹤0.01%
+33
2017
$2K ﹤0.01%
35
+19
2018
$2K ﹤0.01%
68
2019
$2K ﹤0.01%
98
-60
2020
$2K ﹤0.01%
73
2021
$2K ﹤0.01%
+92
2022
$2K ﹤0.01%
+103
2023
$2K ﹤0.01%
500
2024
$2K ﹤0.01%
+79
2025
$2K ﹤0.01%
585
+424
79 80
81
82 83