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
401
$349K 0.01%
6,444
-80
402
$347K 0.01%
500
-356
403
$347K 0.01%
1,221
+28
404
$346K 0.01%
5,743
-547
405
$345K 0.01%
9,318
406
$344K 0.01%
1,470
-114
407
$344K 0.01%
15,909
-826
408
$343K 0.01%
5,961
+4,120
409
$341K 0.01%
11,400
410
$341K 0.01%
7,002
-186
411
$341K 0.01%
573
-234
412
$339K 0.01%
2,974
+148
413
$338K 0.01%
10,765
-6,541
414
$338K 0.01%
5,985
-615
415
$335K 0.01%
4,678
416
$334K 0.01%
6,919
-456
417
$332K 0.01%
16,097
-320
418
$331K 0.01%
20,199
+3
419
$329K 0.01%
1,296
+116
420
$325K 0.01%
1,316
+536
421
$325K 0.01%
2,981
-96
422
$324K 0.01%
1,835
+1
423
$322K 0.01%
11,507
+630
424
$321K 0.01%
1,650
425
$321K 0.01%
1,997
+199
15 16
17
18 19