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
451
$271K 0.01%
470
-14
452
$271K 0.01%
5,201
+2,201
453
$270K 0.01%
159
+4
454
$270K 0.01%
5,367
455
$270K 0.01%
1,192
+87
456
$265K 0.01%
1,200
-19
457
$264K 0.01%
3,460
-357
458
$264K 0.01%
2,471
-378
459
$264K 0.01%
1,667
-163
460
$263K 0.01%
714
-140
461
$263K 0.01%
4,301
+5
462
$263K 0.01%
11,575
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463
$262K 0.01%
5,916
-6,838
464
$258K 0.01%
544
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465
$258K 0.01%
1,359
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466
$257K 0.01%
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$256K 0.01%
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468
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469
$255K 0.01%
946
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470
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3,193
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471
$253K 0.01%
4,771
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472
$253K 0.01%
855
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473
$252K 0.01%
1,910
-25
474
$251K 0.01%
910
+59
475
$251K 0.01%
598
-14
17 18
19
20 21