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
626
$129K ﹤0.01%
3,473
+289
627
$129K ﹤0.01%
3,393
+1,269
628
$128K ﹤0.01%
4,273
-653
629
$127K ﹤0.01%
1,315
630
$127K ﹤0.01%
1,429
-57
631
$127K ﹤0.01%
596
+74
632
$127K ﹤0.01%
2,878
633
$124K ﹤0.01%
2,200
634
$124K ﹤0.01%
550
+429
635
$122K ﹤0.01%
853
-87
636
$121K ﹤0.01%
2,217
+184
637
$120K ﹤0.01%
9,656
+71
638
$120K ﹤0.01%
2,074
-442
639
$120K ﹤0.01%
249
-2
640
$120K ﹤0.01%
2,917
-48
641
$119K ﹤0.01%
4,433
642
$119K ﹤0.01%
592
+63
643
$119K ﹤0.01%
819
644
$119K ﹤0.01%
943
-237
645
$119K ﹤0.01%
2,189
+679
646
$119K ﹤0.01%
287
-417
647
$118K ﹤0.01%
701
+17
648
$118K ﹤0.01%
865
-142
649
$118K ﹤0.01%
1,254
+290
650
$118K ﹤0.01%
1,542
+52
24 25
26
27 28