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
476
$250K 0.01%
1,452
+2
477
$249K 0.01%
726
478
$248K 0.01%
15,229
-2,177
479
$247K 0.01%
3,323
-117
480
$246K 0.01%
1,321
-23
481
$246K 0.01%
233
+4
482
$245K 0.01%
23,223
-21,803
483
$245K 0.01%
5,783
+10
484
$245K 0.01%
2,667
-22
485
$244K 0.01%
742
-15
486
$243K 0.01%
7,815
-1,512
487
$239K 0.01%
5,371
+792
488
$237K 0.01%
977
+37
489
$236K 0.01%
3,516
-3,893
490
$234K 0.01%
2,669
+97
491
$233K 0.01%
609
-2
492
$232K 0.01%
12,303
+443
493
$228K 0.01%
5,594
-171
494
$227K 0.01%
3,061
+96
495
$225K 0.01%
504
+26
496
$225K 0.01%
876
-18
497
$225K 0.01%
2,037
+343
498
$225K 0.01%
6,424
499
$223K 0.01%
1,307
-141
500
$223K 0.01%
1,707
18 19
20
21 22