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
726
$90.6K ﹤0.01%
1,555
-35
727
$90.6K ﹤0.01%
949
-258
728
$90.3K ﹤0.01%
491
-176
729
$89.7K ﹤0.01%
1,690
-65
730
$89.3K ﹤0.01%
625
-8
731
$88.6K ﹤0.01%
1,032
-190
732
$88.6K ﹤0.01%
1,051
-34
733
$87.8K ﹤0.01%
953
-81
734
$87K ﹤0.01%
6,632
-24
735
$86.8K ﹤0.01%
413
-163
736
$86.8K ﹤0.01%
313
737
$86.7K ﹤0.01%
1,512
-428
738
$86.6K ﹤0.01%
1,473
739
$86.3K ﹤0.01%
3,114
+1,928
740
$85.3K ﹤0.01%
5,446
-387
741
$84.8K ﹤0.01%
522
-264
742
$84.7K ﹤0.01%
2,363
-369
743
$84.3K ﹤0.01%
137
-2
744
$84.2K ﹤0.01%
985
-98
745
$83.2K ﹤0.01%
68
-5
746
$83.2K ﹤0.01%
3,519
-1,147
747
$83.2K ﹤0.01%
667
-1,126
748
$82.9K ﹤0.01%
833
-149
749
$82.7K ﹤0.01%
624
-43
750
$82.5K ﹤0.01%
1,766
+6
28 29
30
31 32