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
$2.81B
AUM Growth
+$984M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,716
New
Increased
Reduced
Closed

Top Buys

1
+$47.1M
2
+$46.2M
3
+$43.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$40.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$33.7M

Top Sells

1
+$3.69M
2
+$3.58M
3
+$3.39M
4
DHR icon
Danaher
DHR
+$3.02M
5
TMO icon
Thermo Fisher Scientific
TMO
+$2.6M

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%
74
-49
2002
$2K ﹤0.01%
+19
2003
$2K ﹤0.01%
39
+12
2004
$2K ﹤0.01%
98
+3
2005
$2K ﹤0.01%
+92
2006
$2K ﹤0.01%
+103
2007
$2K ﹤0.01%
500
2008
$2K ﹤0.01%
+79
2009
$2K ﹤0.01%
585
+424
2010
$2K ﹤0.01%
+151
2011
$2K ﹤0.01%
11
-18
2012
$2K ﹤0.01%
86
+72
2013
$2K ﹤0.01%
55
-151
2014
$2K ﹤0.01%
889
+833
2015
$2K ﹤0.01%
63
+48
2016
$2K ﹤0.01%
+107
2017
$2K ﹤0.01%
23
-12
2018
$2K ﹤0.01%
83
2019
$2K ﹤0.01%
165
+35
2020
$2K ﹤0.01%
+69
2021
$2K ﹤0.01%
168
2022
$2K ﹤0.01%
+202
2023
$2K ﹤0.01%
36
2024
$2K ﹤0.01%
+34
2025
$2K ﹤0.01%
28
79 80
81
82 83