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
$3.55B
AUM Growth
-$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,445
New
Increased
Reduced
Closed

Top Buys

1 +$21.8M
2 +$19.6M
3 +$18.9M
4
SWKS icon
Skyworks Solutions
SWKS
+$17.4M
5
NVDA icon
NVIDIA
NVDA
+$15.6M

Top Sells

1 +$21M
2 +$19.7M
3 +$16.9M
4
QCOM icon
Qualcomm
QCOM
+$15.8M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$14.1M

Sector Composition

1 Technology 14.8%
2 Financials 9.59%
3 Healthcare 7.81%
4 Consumer Discretionary 5.57%
5 Consumer Staples 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AMH icon
2026
American Homes 4 Rent
AMH
$11.8B
$832 ﹤0.01%
22
-63
CPRI icon
2027
Capri Holdings
CPRI
$3B
$829 ﹤0.01%
42
ORAN
2028
DELISTED
Orange
ORAN
$827 ﹤0.01%
64
PRMB
2029
Primo Brands
PRMB
$6.08B
$811 ﹤0.01%
22
CWEN.A icon
2030
Clearway Energy Class A
CWEN.A
$3.92B
$796 ﹤0.01%
28
ARI
2031
Apollo Commercial Real Estate
ARI
$1.4B
$794 ﹤0.01%
83
MBC icon
2032
MasterBrand
MBC
$1.42B
$771 ﹤0.01%
59
RITM icon
2033
Rithm Capital
RITM
$6.35B
$767 ﹤0.01%
67
FORM icon
2034
FormFactor
FORM
$4.25B
$763 ﹤0.01%
27
+8
VTS icon
2035
Vitesse Energy
VTS
$830M
$763 ﹤0.01%
31
XT icon
2036
iShares Future Exponential Technologies ETF
XT
$3.65B
$748 ﹤0.01%
13
MDU icon
2037
MDU Resources
MDU
$4.22B
$729 ﹤0.01%
43
MCY icon
2038
Mercury Insurance
MCY
$5.13B
$726 ﹤0.01%
13
XPRO icon
2039
Expro
XPRO
$1.62B
$726 ﹤0.01%
73
VIPS icon
2040
Vipshop
VIPS
$9.97B
$720 ﹤0.01%
46
TEF icon
2041
Telefonica
TEF
$23.6B
$719 ﹤0.01%
154
+4
OSBC icon
2042
Old Second Bancorp
OSBC
$1B
$716 ﹤0.01%
43
AWR icon
2043
American States Water
AWR
$2.84B
$708 ﹤0.01%
9
DINO icon
2044
HF Sinclair
DINO
$9.75B
$690 ﹤0.01%
21
HSII icon
2045
Heidrick & Struggles
HSII
$1.22B
$642 ﹤0.01%
15
HBB icon
2046
Hamilton Beach Brands
HBB
$211M
$641 ﹤0.01%
33
OR icon
2047
OR Royalties Inc
OR
$6.49B
$639 ﹤0.01%
30
FSLR icon
2048
First Solar
FSLR
$28.3B
$631 ﹤0.01%
5
-44
NMR icon
2049
Nomura Holdings
NMR
$22.4B
$631 ﹤0.01%
102
-141
AMC icon
2050
AMC Entertainment Holdings
AMC
$1.21B
$622 ﹤0.01%
217