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
751
$81.9K ﹤0.01%
2,162
+136
752
$81.9K ﹤0.01%
1,877
753
$81.9K ﹤0.01%
303
-24
754
$81.7K ﹤0.01%
546
-1,067
755
$81.3K ﹤0.01%
468
+27
756
$81.2K ﹤0.01%
387
-210
757
$80.9K ﹤0.01%
1,436
+526
758
$80.3K ﹤0.01%
2,039
+511
759
$80.2K ﹤0.01%
945
+47
760
$80.1K ﹤0.01%
2,386
-399
761
$79.8K ﹤0.01%
802
762
$79.8K ﹤0.01%
860
+250
763
$79.4K ﹤0.01%
452
764
$79.4K ﹤0.01%
149
-20
765
$79.2K ﹤0.01%
84
-6
766
$79K ﹤0.01%
695
+26
767
$78.9K ﹤0.01%
2,422
768
$78.6K ﹤0.01%
480
769
$78.5K ﹤0.01%
808
+774
770
$78.4K ﹤0.01%
2,813
-13
771
$78.3K ﹤0.01%
467
-189
772
$78K ﹤0.01%
3,564
+602
773
$77.8K ﹤0.01%
1,372
+90
774
$77.6K ﹤0.01%
616
775
$77.5K ﹤0.01%
236
-14
29 30
31
32 33