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
2026
$2K ﹤0.01%
63
-486
2027
$2K ﹤0.01%
33
-32
2028
$2K ﹤0.01%
+73
2029
$2K ﹤0.01%
+82
2030
$2K ﹤0.01%
266
-169
2031
$2K ﹤0.01%
85
+71
2032
$2K ﹤0.01%
+199
2033
$2K ﹤0.01%
116
-73
2034
$2K ﹤0.01%
43
-215
2035
$2K ﹤0.01%
20
+10
2036
$2K ﹤0.01%
38
-22
2037
$2K ﹤0.01%
278
+218
2038
$2K ﹤0.01%
19
+18
2039
$2K ﹤0.01%
11
-2
2040
$2K ﹤0.01%
+81
2041
$2K ﹤0.01%
+140
2042
$2K ﹤0.01%
110
+93
2043
$2K ﹤0.01%
222
2044
$2K ﹤0.01%
79
-3,346
2045
$2K ﹤0.01%
+49
2046
$2K ﹤0.01%
+34
2047
$2K ﹤0.01%
460
+346
2048
$2K ﹤0.01%
+41
2049
$2K ﹤0.01%
73
2050
$2K ﹤0.01%
+36
80 81
82
83 84