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
$1.83B
AUM Growth
-$1.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,658
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$1.56M
3
+$1.54M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.37M
5
MAS icon
Masco
MAS
+$1.22M

Top Sells

1
+$52.7M
2
+$45.8M
3
+$42.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$41.9M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$39M

Sector Composition

1 Technology 15.95%
2 Healthcare 10.46%
3 Financials 8.47%
4 Industrials 6.58%
5 Consumer Staples 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-314
2027
$0 ﹤0.01%
+68
2028
– –
-1,179
2029
– –
-1,983
2030
– –
-676
2031
– –
-82
2032
– –
-123
2033
$0 ﹤0.01%
2
2034
– –
-174
2035
– –
-62
2036
– –
-29
2037
– –
-73
2038
– –
-35
2039
– –
-212
2040
– –
-64
2041
– –
-1,244
2042
– –
-886
2043
– –
-151
2044
– –
-1,283
2045
– –
-17
2046
$0 ﹤0.01%
21
-1,470
2047
– –
-1,097
2048
– –
-156
2049
– –
-227
2050
$0 ﹤0.01%
57
+39
80 81
82
83 84