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
2151
$677 ﹤0.01%
64
2152
$669 ﹤0.01%
10
-30
2153
$663 ﹤0.01%
10
-23
2154
$659 ﹤0.01%
56
2155
$656 ﹤0.01%
17
-39
2156
$656 ﹤0.01%
10
2157
$656 ﹤0.01%
24
2158
$655 ﹤0.01%
11
-87
2159
$648 ﹤0.01%
36
2160
$647 ﹤0.01%
33
-28
2161
$646 ﹤0.01%
+102
2162
$640 ﹤0.01%
+103
2163
$640 ﹤0.01%
54
2164
$638 ﹤0.01%
9
2165
$638 ﹤0.01%
8
2166
$615 ﹤0.01%
13
2167
$581 ﹤0.01%
25
2168
$574 ﹤0.01%
30
2169
$573 ﹤0.01%
11
2170
$568 ﹤0.01%
56
2171
$565 ﹤0.01%
+19
2172
$548 ﹤0.01%
31
2173
$538 ﹤0.01%
103
-110
2174
$532 ﹤0.01%
18
2175
$526 ﹤0.01%
6
-87
85 86
87
88 89