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
2026
$1.36K ﹤0.01%
50
2027
$1.35K ﹤0.01%
29
2028
$1.34K ﹤0.01%
58
-15
2029
$1.34K ﹤0.01%
66
2030
$1.33K ﹤0.01%
32
2031
$1.32K ﹤0.01%
46
2032
$1.3K ﹤0.01%
24
2033
$1.3K ﹤0.01%
10
2034
$1.3K ﹤0.01%
+45
2035
$1.28K ﹤0.01%
36
2036
$1.28K ﹤0.01%
12
2037
$1.27K ﹤0.01%
156
2038
$1.27K ﹤0.01%
38
-23
2039
$1.26K ﹤0.01%
60
-1
2040
$1.25K ﹤0.01%
24
2041
$1.24K ﹤0.01%
11
+7
2042
$1.23K ﹤0.01%
34
2043
$1.23K ﹤0.01%
144
2044
$1.23K ﹤0.01%
109
2045
$1.23K ﹤0.01%
+21
2046
$1.22K ﹤0.01%
+71
2047
$1.22K ﹤0.01%
34
2048
$1.21K ﹤0.01%
44
2049
$1.21K ﹤0.01%
322
+1
2050
$1.2K ﹤0.01%
8
80 81
82
83 84