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
$898M
AUM Growth
+$334M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,555
New
Increased
Reduced
Closed

Top Buys

1
+$42M
2
+$21.9M
3
+$19.2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$17.6M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$13.7M

Top Sells

1
+$10.1M
2
+$4.76M
3
+$4.6M
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$4.38M
5
FXD icon
First Trust Consumer Discretionary AlphaDEX Fund
FXD
+$4.35M

Sector Composition

1 Healthcare 9.04%
2 Technology 7.8%
3 Financials 7.47%
4 Consumer Staples 5.73%
5 Industrials 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$27K ﹤0.01%
742
+230
702
$27K ﹤0.01%
1,861
+60
703
$27K ﹤0.01%
590
-92
704
$27K ﹤0.01%
492
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705
$26K ﹤0.01%
656
-42
706
$26K ﹤0.01%
400
707
$26K ﹤0.01%
1,977
708
$26K ﹤0.01%
218
-27
709
$26K ﹤0.01%
280
710
$26K ﹤0.01%
+700
711
$26K ﹤0.01%
572
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712
$26K ﹤0.01%
238
+30
713
$26K ﹤0.01%
+574
714
$26K ﹤0.01%
633
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715
$26K ﹤0.01%
525
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716
$25K ﹤0.01%
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$25K ﹤0.01%
1,212
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718
$25K ﹤0.01%
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719
$25K ﹤0.01%
306
720
$25K ﹤0.01%
2,742
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721
$25K ﹤0.01%
487
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$25K ﹤0.01%
1,120
-1,080
723
$25K ﹤0.01%
881
+427
724
$25K ﹤0.01%
375
725
$25K ﹤0.01%
595
-145
27 28
29
30 31