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
551
$174K ﹤0.01%
+1,800
552
$172K ﹤0.01%
5,175
553
$172K ﹤0.01%
674
+627
554
$171K ﹤0.01%
3,173
-109
555
$171K ﹤0.01%
2,124
-711
556
$171K ﹤0.01%
570
-20
557
$169K ﹤0.01%
337
+7
558
$169K ﹤0.01%
+3,161
559
$166K ﹤0.01%
1,095
+134
560
$166K ﹤0.01%
2,102
-17
561
$166K ﹤0.01%
1,583
-67
562
$165K ﹤0.01%
1,185
+41
563
$164K ﹤0.01%
2,771
564
$164K ﹤0.01%
2,709
+1,934
565
$163K ﹤0.01%
4,625
566
$161K ﹤0.01%
5,552
-1,424
567
$160K ﹤0.01%
3,440
-65
568
$160K ﹤0.01%
1,351
-100
569
$159K ﹤0.01%
3,630
-38
570
$158K ﹤0.01%
1,756
-207
571
$157K ﹤0.01%
16,463
+382
572
$157K ﹤0.01%
2,440
-406
573
$156K ﹤0.01%
1,131
+375
574
$155K ﹤0.01%
4,868
+662
575
$155K ﹤0.01%
4,632
-4,925
21 22
23
24 25