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
376
$390K 0.01%
14,247
-12
377
$390K 0.01%
10,165
-211
378
$389K 0.01%
2,391
-826
379
$389K 0.01%
3,399
+102
380
$388K 0.01%
3,551
+285
381
$388K 0.01%
3,671
-552
382
$387K 0.01%
4,183
+19
383
$386K 0.01%
1,856
-1,587
384
$385K 0.01%
5,874
+416
385
$383K 0.01%
1,782
-185
386
$382K 0.01%
4,965
-673
387
$381K 0.01%
3,014
388
$380K 0.01%
8,006
+154
389
$379K 0.01%
10,302
+7,891
390
$379K 0.01%
4,143
+1,655
391
$373K 0.01%
1,646
+93
392
$373K 0.01%
4,893
-401
393
$373K 0.01%
806
+408
394
$372K 0.01%
6,563
-1,100
395
$371K 0.01%
883
+454
396
$370K 0.01%
6,309
397
$365K 0.01%
2,717
-4
398
$361K 0.01%
10,443
399
$359K 0.01%
3,051
+537
400
$355K 0.01%
5,730
-2,237
14 15
16
17 18