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
$1.29B
AUM Growth
+$93.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,675
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$3.17M
3
+$1.95M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.93M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.87M

Top Sells

1
+$1.25M
2
+$680K
3
+$632K
4
FTA icon
First Trust Large Cap Value AlphaDEX Fund
FTA
+$607K
5
K icon
Kellanova
K
+$568K

Sector Composition

1 Technology 10.16%
2 Healthcare 7.85%
3 Financials 7.75%
4 Industrials 5.79%
5 Consumer Staples 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$25K ﹤0.01%
411
-207
802
$25K ﹤0.01%
627
803
$25K ﹤0.01%
173
+28
804
$25K ﹤0.01%
753
805
$25K ﹤0.01%
782
+151
806
$25K ﹤0.01%
1,505
807
$25K ﹤0.01%
514
808
$25K ﹤0.01%
1,005
-36
809
$25K ﹤0.01%
2,663
810
$25K ﹤0.01%
1,300
811
$24K ﹤0.01%
788
812
$24K ﹤0.01%
794
813
$24K ﹤0.01%
630
814
$24K ﹤0.01%
1,078
+824
815
$24K ﹤0.01%
398
816
$24K ﹤0.01%
292
817
$24K ﹤0.01%
108
818
$24K ﹤0.01%
633
-212
819
$24K ﹤0.01%
400
820
$24K ﹤0.01%
180
821
$24K ﹤0.01%
487
822
$24K ﹤0.01%
194
823
$24K ﹤0.01%
15,153
-4,700
824
$24K ﹤0.01%
354
-561
825
$23K ﹤0.01%
872
31 32
33
34 35