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
$3.24B
AUM Growth
+$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,522
New
Increased
Reduced
Closed

Top Buys

1 +$16.8M
2 +$16.8M
3 +$15.5M
4
HD icon
Home Depot
HD
+$12.6M
5
META icon
Meta Platforms (Facebook)
META
+$12.1M

Top Sells

1 +$28.9M
2 +$26.2M
3 +$11.9M
4
EW icon
Edwards Lifesciences
EW
+$7.63M
5
CPB icon
Campbell Soup
CPB
+$6.75M

Sector Composition

1 Technology 14.45%
2 Financials 8.51%
3 Healthcare 8.13%
4 Industrials 5.79%
5 Consumer Discretionary 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$116M 3.57%
219,817
+1,248
2
$106M 3.26%
201,713
-1,133
3
$65.9M 2.04%
156,599
-5,229
4
$59.8M 1.85%
984,183
+12,173
5
$57.9M 1.79%
337,399
-1,405
6
$49.7M 1.54%
622,587
+8,600
7
$48.9M 1.51%
244,319
+5,537
8
$46.4M 1.43%
473,831
+1,626
9
$42.9M 1.33%
111,774
+32,801
10
$41.7M 1.29%
123,660
-9,860
11
$38.7M 1.2%
775,272
+15,795
12
$38.7M 1.2%
244,532
+6,933
13
$38.4M 1.19%
236,418
-4,739
14
$36.9M 1.14%
205,861
-12,156
15
$36.5M 1.13%
190,968
-15,150
16
$36.1M 1.12%
104,996
+5,765
17
$35.9M 1.11%
612,568
+26,624
18
$34.4M 1.06%
818,909
+4,521
19
$32.3M 1%
243,590
-550
20
$32M 0.99%
275,452
+11,662
21
$31.9M 0.99%
138,653
-9,407
22
$31.5M 0.97%
111,792
+54,995
23
$31.1M 0.96%
170,807
-1,034
24
$30.6M 0.95%
67,358
+2,412
25
$30M 0.93%
499,330
+10,246