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
2051
$1.18K ﹤0.01%
8
2052
$1.18K ﹤0.01%
115
2053
$1.17K ﹤0.01%
212
2054
$1.17K ﹤0.01%
46
2055
$1.16K ﹤0.01%
46
-81
2056
$1.16K ﹤0.01%
19
2057
$1.16K ﹤0.01%
5
2058
$1.15K ﹤0.01%
281
2059
$1.15K ﹤0.01%
24
-210
2060
$1.14K ﹤0.01%
14
-10
2061
$1.14K ﹤0.01%
25
+2
2062
$1.11K ﹤0.01%
4
2063
$1.11K ﹤0.01%
33
2064
$1.1K ﹤0.01%
90
-125
2065
$1.1K ﹤0.01%
22
2066
$1.09K ﹤0.01%
21
2067
$1.08K ﹤0.01%
23
2068
$1.07K ﹤0.01%
+46
2069
$1.07K ﹤0.01%
35
-14
2070
$1.07K ﹤0.01%
58
+25
2071
$1.06K ﹤0.01%
+65
2072
$1.05K ﹤0.01%
+81
2073
$1.04K ﹤0.01%
67
2074
$1.04K ﹤0.01%
+131
2075
$1.04K ﹤0.01%
84
81 82
83
84 85