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
576
$155K ﹤0.01%
4,571
+109
577
$155K ﹤0.01%
+5,700
578
$154K ﹤0.01%
621
+100
579
$153K ﹤0.01%
3,305
+676
580
$152K ﹤0.01%
3,278
+257
581
$152K ﹤0.01%
2,893
-1,493
582
$152K ﹤0.01%
533
-8
583
$152K ﹤0.01%
6,022
584
$151K ﹤0.01%
7,058
585
$150K ﹤0.01%
1,960
-194
586
$150K ﹤0.01%
1,387
-73
587
$149K ﹤0.01%
1,749
-64
588
$149K ﹤0.01%
1,121
-97
589
$149K ﹤0.01%
1,034
+699
590
$149K ﹤0.01%
251
+94
591
$148K ﹤0.01%
581
+60
592
$147K ﹤0.01%
4,235
-345
593
$146K ﹤0.01%
4,499
+438
594
$145K ﹤0.01%
3,124
595
$145K ﹤0.01%
1,914
-1,332
596
$145K ﹤0.01%
1,052
-125
597
$145K ﹤0.01%
2,815
-221
598
$144K ﹤0.01%
6,109
-285
599
$142K ﹤0.01%
3,822
+277
600
$142K ﹤0.01%
1,088
22 23
24
25 26