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
$1.29B
AUM Growth
+$93.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,675
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$3.17M
3
+$1.95M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.93M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.87M

Top Sells

1
+$1.25M
2
+$680K
3
+$632K
4
FTA icon
First Trust Large Cap Value AlphaDEX Fund
FTA
+$607K
5
K icon
Kellanova
K
+$568K

Sector Composition

1 Technology 10.16%
2 Healthcare 7.85%
3 Financials 7.75%
4 Industrials 5.79%
5 Consumer Staples 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$76K 0.01%
1,073
502
$74K 0.01%
301
-20
503
$74K 0.01%
723
+104
504
$73K 0.01%
3,927
-78
505
$72K 0.01%
3,107
-1,406
506
$72K 0.01%
5,000
507
$72K 0.01%
941
508
$72K 0.01%
1,456
509
$72K 0.01%
2,236
+758
510
$72K 0.01%
1,085
+1
511
$71K 0.01%
2,983
-3,504
512
$70K 0.01%
225
513
$70K 0.01%
4,000
514
$69K 0.01%
1,800
515
$69K 0.01%
661
+2
516
$69K 0.01%
920
-797
517
$67K 0.01%
1,097
-164
518
$67K 0.01%
1,962
519
$67K 0.01%
991
520
$66K 0.01%
2,398
+316
521
$66K 0.01%
110
+7
522
$66K 0.01%
300
523
$66K 0.01%
585
524
$65K 0.01%
1,367
525
$65K 0.01%
5,800
19 20
21
22 23