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
$1.29B
AUM Growth
+$93.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,675
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$3.17M
3
+$1.95M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.93M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.87M

Top Sells

1
+$1.25M
2
+$680K
3
+$632K
4
FTA icon
First Trust Large Cap Value AlphaDEX Fund
FTA
+$607K
5
K icon
Kellanova
K
+$568K

Sector Composition

1 Technology 10.16%
2 Healthcare 7.85%
3 Financials 7.75%
4 Industrials 5.79%
5 Consumer Staples 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$391K 0.03%
7,669
277
$390K 0.03%
3,615
-2,337
278
$390K 0.03%
2,670
-615
279
$386K 0.03%
4,105
280
$385K 0.03%
3,620
-20
281
$378K 0.03%
3,363
+90
282
$374K 0.03%
3,700
+2,892
283
$366K 0.03%
3,414
284
$366K 0.03%
19,967
-10,000
285
$365K 0.03%
4,404
+3,770
286
$357K 0.03%
8,225
287
$356K 0.03%
4,982
288
$354K 0.03%
19,244
-38
289
$351K 0.03%
8,182
+274
290
$349K 0.03%
14,600
291
$349K 0.03%
5,240
292
$349K 0.03%
6,477
-1,100
293
$343K 0.03%
8,607
294
$340K 0.03%
438
295
$338K 0.03%
7,554
296
$338K 0.03%
5,851
-169
297
$330K 0.03%
8,250
298
$325K 0.03%
2,810
-372
299
$325K 0.03%
20,000
300
$323K 0.03%
13,632
-11
10 11
12
13 14