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
676
$106K ﹤0.01%
539
+3
677
$106K ﹤0.01%
1,072
-333
678
$106K ﹤0.01%
1,606
+34
679
$106K ﹤0.01%
1,143
+36
680
$104K ﹤0.01%
1,598
+287
681
$104K ﹤0.01%
230
-5
682
$103K ﹤0.01%
699
+19
683
$103K ﹤0.01%
10,645
-333
684
$103K ﹤0.01%
780
-150
685
$103K ﹤0.01%
4,012
+3,965
686
$103K ﹤0.01%
1,200
687
$102K ﹤0.01%
815
688
$102K ﹤0.01%
884
+137
689
$102K ﹤0.01%
1,517
-28
690
$102K ﹤0.01%
3,016
+712
691
$102K ﹤0.01%
2,333
-566
692
$101K ﹤0.01%
1,131
-80
693
$101K ﹤0.01%
329
+50
694
$101K ﹤0.01%
437
+68
695
$100K ﹤0.01%
553
+15
696
$100K ﹤0.01%
2,023
+1,962
697
$99.8K ﹤0.01%
2,519
-77
698
$98.7K ﹤0.01%
593
+584
699
$98.3K ﹤0.01%
1,297
+222
700
$98.1K ﹤0.01%
1,262
-294
26 27
28
29 30