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
601
$142K ﹤0.01%
1,350
602
$142K ﹤0.01%
3,823
+182
603
$141K ﹤0.01%
1,981
+158
604
$141K ﹤0.01%
432
+47
605
$141K ﹤0.01%
7,606
+4
606
$140K ﹤0.01%
4,419
+79
607
$140K ﹤0.01%
4,047
-53
608
$139K ﹤0.01%
4,694
-1,312
609
$137K ﹤0.01%
655
-3
610
$136K ﹤0.01%
2,070
-28
611
$136K ﹤0.01%
593
+439
612
$135K ﹤0.01%
1,225
+80
613
$135K ﹤0.01%
476
-11
614
$135K ﹤0.01%
1,321
-107
615
$135K ﹤0.01%
1,517
-1,168
616
$134K ﹤0.01%
638
+96
617
$134K ﹤0.01%
5,246
+4,156
618
$134K ﹤0.01%
1,262
619
$133K ﹤0.01%
1,001
-570
620
$133K ﹤0.01%
897
+158
621
$132K ﹤0.01%
1,449
-67
622
$131K ﹤0.01%
5,274
623
$131K ﹤0.01%
1,129
+541
624
$130K ﹤0.01%
1,165
-162
625
$130K ﹤0.01%
1,732
+98
23 24
25
26 27