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
776
$77.2K ﹤0.01%
825
+16
777
$77K ﹤0.01%
276
+51
778
$76.9K ﹤0.01%
3,071
+225
779
$76.7K ﹤0.01%
3,187
+227
780
$76.7K ﹤0.01%
1,023
-424
781
$76.5K ﹤0.01%
409
-13
782
$76.3K ﹤0.01%
2,051
-1,085
783
$76.2K ﹤0.01%
1,561
+333
784
$76.1K ﹤0.01%
467
785
$76.1K ﹤0.01%
2,133
-10
786
$76.1K ﹤0.01%
1,010
+195
787
$76K ﹤0.01%
3,332
+225
788
$75.7K ﹤0.01%
790
+9
789
$75.2K ﹤0.01%
173
-26
790
$74.9K ﹤0.01%
578
-84
791
$74.7K ﹤0.01%
772
792
$74.7K ﹤0.01%
1,212
-9
793
$74.6K ﹤0.01%
454
794
$74.6K ﹤0.01%
720
+259
795
$74.5K ﹤0.01%
1,871
-94
796
$74.3K ﹤0.01%
623
+56
797
$74.1K ﹤0.01%
615
+14
798
$73.8K ﹤0.01%
999
-100
799
$73.7K ﹤0.01%
345
+33
800
$73.3K ﹤0.01%
623
-176
30 31
32
33 34