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
$878M
AUM Growth
+$91.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,798
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$6.13M
3
+$5.38M
4
PG icon
Procter & Gamble
PG
+$5.04M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.75M

Top Sells

1
+$6.28M
2
+$3.9M
3
+$3.84M
4
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$3.75M
5
FXU icon
First Trust Utilities AlphaDEX Fund
FXU
+$3.62M

Sector Composition

1 Technology 8.34%
2 Financials 8.32%
3 Healthcare 7.73%
4 Consumer Staples 6.49%
5 Consumer Discretionary 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$30K ﹤0.01%
+603
677
$30K ﹤0.01%
516
-98
678
$30K ﹤0.01%
275
679
$30K ﹤0.01%
+258
680
$30K ﹤0.01%
73
+20
681
$30K ﹤0.01%
+1,300
682
$29K ﹤0.01%
851
683
$29K ﹤0.01%
471
+454
684
$29K ﹤0.01%
870
+621
685
$29K ﹤0.01%
237
-26
686
$29K ﹤0.01%
890
-505
687
$29K ﹤0.01%
1,054
+615
688
$29K ﹤0.01%
+948
689
$29K ﹤0.01%
+1,047
690
$29K ﹤0.01%
557
+368
691
$29K ﹤0.01%
+492
692
$29K ﹤0.01%
890
-177
693
$29K ﹤0.01%
423
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694
$29K ﹤0.01%
545
695
$29K ﹤0.01%
415
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696
$29K ﹤0.01%
603
+193
697
$28K ﹤0.01%
644
+294
698
$28K ﹤0.01%
+199
699
$28K ﹤0.01%
243
+54
700
$28K ﹤0.01%
649
-504
26 27
28
29 30