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
701
$98K ﹤0.01%
387
-11
702
$97.8K ﹤0.01%
692
+58
703
$97.5K ﹤0.01%
3,455
704
$97.4K ﹤0.01%
1,379
+104
705
$97.4K ﹤0.01%
971
+266
706
$97.4K ﹤0.01%
1,574
-132
707
$97.2K ﹤0.01%
886
-83
708
$96.8K ﹤0.01%
2,512
709
$96.7K ﹤0.01%
291
+5
710
$96.6K ﹤0.01%
4,104
711
$96.6K ﹤0.01%
796
-184
712
$96.4K ﹤0.01%
2,359
713
$96.3K ﹤0.01%
+15,000
714
$96.1K ﹤0.01%
2,053
+188
715
$95.9K ﹤0.01%
621
+108
716
$95.9K ﹤0.01%
1,154
-28
717
$95.7K ﹤0.01%
717
+51
718
$95.4K ﹤0.01%
4,530
-1,099
719
$95.4K ﹤0.01%
488
-191
720
$94.1K ﹤0.01%
202
-17
721
$93.1K ﹤0.01%
1,096
-668
722
$92.6K ﹤0.01%
999
-40
723
$91.1K ﹤0.01%
452
+371
724
$91K ﹤0.01%
557
725
$90.8K ﹤0.01%
635
+168
27 28
29
30 31