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
2001
$1.57K ﹤0.01%
12
2002
$1.56K ﹤0.01%
83
2003
$1.56K ﹤0.01%
10
2004
$1.55K ﹤0.01%
24
+12
2005
$1.54K ﹤0.01%
43
2006
$1.53K ﹤0.01%
+44
2007
$1.52K ﹤0.01%
97
+68
2008
$1.51K ﹤0.01%
66
2009
$1.5K ﹤0.01%
19
2010
$1.5K ﹤0.01%
21
2011
$1.49K ﹤0.01%
141
2012
$1.49K ﹤0.01%
+360
2013
$1.46K ﹤0.01%
+92
2014
$1.46K ﹤0.01%
400
2015
$1.45K ﹤0.01%
86
2016
$1.43K ﹤0.01%
8
-23
2017
$1.42K ﹤0.01%
33
2018
$1.41K ﹤0.01%
86
2019
$1.41K ﹤0.01%
149
-535
2020
$1.41K ﹤0.01%
+57
2021
$1.4K ﹤0.01%
29
+20
2022
$1.4K ﹤0.01%
61
2023
$1.39K ﹤0.01%
125
2024
$1.38K ﹤0.01%
319
2025
$1.36K ﹤0.01%
118
79 80
81
82 83