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
2201
$336 ﹤0.01%
3
2202
$332 ﹤0.01%
18
-98
2203
$322 ﹤0.01%
6
2204
$318 ﹤0.01%
100
2205
$312 ﹤0.01%
+19
2206
$306 ﹤0.01%
36
2207
$305 ﹤0.01%
19
2208
$296 ﹤0.01%
29
2209
$285 ﹤0.01%
7
2210
$284 ﹤0.01%
14
2211
$271 ﹤0.01%
29
-38
2212
$266 ﹤0.01%
7
2213
$252 ﹤0.01%
10
2214
$249 ﹤0.01%
11
2215
$230 ﹤0.01%
7
2216
$200 ﹤0.01%
4
2217
$189 ﹤0.01%
19
2218
$180 ﹤0.01%
4
2219
$177 ﹤0.01%
5
2220
$176 ﹤0.01%
12
2221
$169 ﹤0.01%
+23
2222
$168 ﹤0.01%
76
2223
$151 ﹤0.01%
2
2224
$127 ﹤0.01%
6
+1
2225
$120 ﹤0.01%
2
-468
87 88
89
90 91