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
$3.29B
AUM Growth
+$54.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,431
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$5.43M
3
+$4.67M
4
NANR icon
SPDR S&P North American Natural Resources ETF
NANR
+$4.46M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3.48M

Top Sells

1
+$5.59M
2
+$3.92M
3
+$2.87M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.67M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.56M

Sector Composition

1 Technology 15.04%
2 Financials 8.13%
3 Healthcare 7.76%
4 Industrials 5.5%
5 Consumer Discretionary 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$813 ﹤0.01%
83
2027
$807 ﹤0.01%
39
-131
2028
$799 ﹤0.01%
+8
2029
$791 ﹤0.01%
38
-584
2030
$782 ﹤0.01%
+12
2031
$764 ﹤0.01%
13
2032
$754 ﹤0.01%
27
2033
$742 ﹤0.01%
34
2034
$739 ﹤0.01%
130
2035
$738 ﹤0.01%
8
2036
$735 ﹤0.01%
31
2037
$734 ﹤0.01%
+3
2038
$731 ﹤0.01%
67
2039
$730 ﹤0.01%
39
2040
$726 ﹤0.01%
23
+8
2041
$726 ﹤0.01%
29
2042
$725 ﹤0.01%
116
2043
$717 ﹤0.01%
15
2044
$716 ﹤0.01%
15
-7
2045
$707 ﹤0.01%
11
-33
2046
$703 ﹤0.01%
10
2047
$701 ﹤0.01%
+45
2048
$700 ﹤0.01%
7
2049
$673 ﹤0.01%
55
-309
2050
$667 ﹤0.01%
17
80 81
82
83 84