FHA
First Horizon Advisors Portfolio holdings
AUM
$3.85B
1-Year Return
17%
This Quarter Return
+1.51%
1 Year Return
+17%
3 Year Return
+55.25%
5 Year Return
+94.85%
10 Year Return
+179.66%
AUM
$3.29B
AUM Growth
+$54.6M
(+1.7%)
Cap. Flow
+$30.4M
Cap. Flow
% of AUM
0.92%
Top 10 Holdings %
Top 10 Hldgs %
20.12%
Holding
2,431
New
129
Increased
777
Reduced
806
Closed
135
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
+$5.65M |
| 2 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$5.43M |
| 3 |
Vanguard Value ETF
VTV
|
+$4.67M |
| 4 |
SPDR S&P North American Natural Resources ETF
NANR
|
+$4.46M |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
+$3.48M |
Top Sells
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
+$5.59M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
+$3.92M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$2.87M |
| 4 |
iShares TIPS Bond ETF
TIP
|
+$1.67M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.56M |
Sector Composition
| 1 | Technology | 15.04% |
| 2 | Financials | 8.13% |
| 3 | Healthcare | 7.76% |
| 4 | Industrials | 5.5% |
| 5 | Consumer Discretionary | 5.18% |
