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
801
$72.9K ﹤0.01%
762
-52
802
$72.5K ﹤0.01%
428
-11
803
$71.6K ﹤0.01%
437
-23
804
$71.6K ﹤0.01%
573
805
$71.4K ﹤0.01%
634
+211
806
$71K ﹤0.01%
3,625
807
$70.9K ﹤0.01%
749
-136
808
$70.8K ﹤0.01%
565
+17
809
$70.7K ﹤0.01%
566
+20
810
$70.5K ﹤0.01%
1,199
-91
811
$70.4K ﹤0.01%
375
812
$70.2K ﹤0.01%
633
-67
813
$70K ﹤0.01%
36
-11
814
$69.9K ﹤0.01%
197
+16
815
$69.8K ﹤0.01%
754
-56
816
$69.7K ﹤0.01%
659
817
$69.5K ﹤0.01%
5,922
+2,805
818
$69.3K ﹤0.01%
1,864
819
$69.2K ﹤0.01%
196
-27
820
$68.6K ﹤0.01%
809
-38
821
$68.3K ﹤0.01%
806
+23
822
$68.3K ﹤0.01%
740
-71
823
$68.3K ﹤0.01%
396
-54
824
$68.2K ﹤0.01%
392
+101
825
$67.8K ﹤0.01%
615
-487
31 32
33
34 35