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
$3.57B
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,452
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$11.7M
3
+$5.52M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.88M
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$2.97M

Top Sells

1
+$9.84M
2
+$3.51M
3
+$3.41M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$3.21M
5
SBUX icon
Starbucks
SBUX
+$2.74M

Sector Composition

1 Technology 15.68%
2 Financials 9.01%
3 Healthcare 7.06%
4 Industrials 5.53%
5 Consumer Discretionary 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$467K 0.01%
94
-3
352
$467K 0.01%
7,746
-2,205
353
$460K 0.01%
1,099
+77
354
$459K 0.01%
3,740
-87
355
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2,418
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356
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2,498
-151
357
$445K 0.01%
638
+15
358
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5,610
-300
359
$443K 0.01%
1,476
-56
360
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9,090
361
$428K 0.01%
3,239
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362
$426K 0.01%
3,854
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363
$425K 0.01%
6,119
-29
364
$424K 0.01%
3,630
-1,956
365
$421K 0.01%
8,687
+200
366
$414K 0.01%
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-2,090
367
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368
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6,442
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369
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870
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370
$407K 0.01%
9,285
-160
371
$400K 0.01%
3,310
-244
372
$399K 0.01%
566
+1
373
$396K 0.01%
12,339
-24
374
$393K 0.01%
14,444
+268
375
$393K 0.01%
5,815
-117
13 14
15
16 17