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
$898M
AUM Growth
+$334M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,555
New
Increased
Reduced
Closed

Top Buys

1
+$42M
2
+$21.9M
3
+$19.2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$17.6M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$13.7M

Top Sells

1
+$10.1M
2
+$4.76M
3
+$4.6M
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$4.38M
5
FXD icon
First Trust Consumer Discretionary AlphaDEX Fund
FXD
+$4.35M

Sector Composition

1 Healthcare 9.04%
2 Technology 7.8%
3 Financials 7.47%
4 Consumer Staples 5.73%
5 Industrials 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$57K 0.01%
416
+7
502
$57K 0.01%
460
-65
503
$57K 0.01%
2,222
-141
504
$57K 0.01%
425
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505
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881
-95
506
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3,000
507
$56K 0.01%
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508
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2,241
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509
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510
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981
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511
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512
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1,555
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513
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728
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514
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916
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515
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516
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411
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518
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520
$52K 0.01%
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521
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522
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2,839
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523
$52K 0.01%
1,188
+142
524
$51K 0.01%
5,000
525
$51K 0.01%
854
+142
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