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
201
$2.17M 0.08%
9,211
-2,475
202
$2.12M 0.08%
12,310
+2,825
203
$2.12M 0.08%
122,398
-329,362
204
$2.1M 0.08%
22,679
+16,721
205
$2.1M 0.08%
16,272
-2
206
$2.07M 0.08%
28,564
-614
207
$2.06M 0.08%
2,912
-100
208
$2.03M 0.07%
69,843
+69,446
209
$2.01M 0.07%
26,203
-2,157
210
$2.01M 0.07%
19,286
+9,997
211
$2M 0.07%
12,086
-1,118
212
$1.93M 0.07%
14,523
+956
213
$1.93M 0.07%
25,842
-198
214
$1.85M 0.07%
81,532
-94,959
215
$1.84M 0.07%
55,482
-14,010
216
$1.83M 0.07%
7,932
+410
217
$1.8M 0.07%
52,662
-2,634
218
$1.79M 0.07%
7,473
-393
219
$1.68M 0.06%
5,249
+68
220
$1.67M 0.06%
40,857
+37,462
221
$1.66M 0.06%
6,686
+97
222
$1.64M 0.06%
5,258
-2,502
223
$1.64M 0.06%
21,952
+18,675
224
$1.63M 0.06%
52,578
+585
225
$1.61M 0.06%
6,548
-2,953
7 8
9
10 11