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
426
$320K 0.01%
11,998
+2,099
427
$319K 0.01%
3,174
-52
428
$317K 0.01%
11,558
-1,740
429
$316K 0.01%
8,241
430
$314K 0.01%
3,974
-287
431
$312K 0.01%
2,548
-55
432
$312K 0.01%
5,160
+528
433
$310K 0.01%
6,349
434
$310K 0.01%
2,644
435
$310K 0.01%
6,902
-2,022
436
$309K 0.01%
2,091
-82
437
$307K 0.01%
4,210
-445
438
$302K 0.01%
2,526
-117
439
$299K 0.01%
1,473
-344
440
$299K 0.01%
250
441
$296K 0.01%
6,067
+55
442
$296K 0.01%
469
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443
$294K 0.01%
863
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444
$292K 0.01%
4,515
-2,974
445
$286K 0.01%
8,757
-326
446
$284K 0.01%
4,160
-11
447
$275K 0.01%
2,516
+45
448
$273K 0.01%
2,374
449
$272K 0.01%
7,560
-95
450
$271K 0.01%
9,774
+332
16 17
18
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