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
826
$67.7K ﹤0.01%
6,833
-9,818
827
$67.6K ﹤0.01%
395
+28
828
$67.5K ﹤0.01%
3,098
-1,107
829
$67.3K ﹤0.01%
1,753
+157
830
$67.1K ﹤0.01%
633
-98
831
$67.1K ﹤0.01%
260
-388
832
$67K ﹤0.01%
742
+38
833
$66.8K ﹤0.01%
1,996
+119
834
$66.6K ﹤0.01%
2,200
835
$66.5K ﹤0.01%
1,390
836
$66.4K ﹤0.01%
529
-30
837
$66.4K ﹤0.01%
2,346
+1
838
$66.3K ﹤0.01%
354
+14
839
$66K ﹤0.01%
893
-26
840
$65.6K ﹤0.01%
581
841
$65.4K ﹤0.01%
819
+144
842
$65.3K ﹤0.01%
1,256
843
$65.3K ﹤0.01%
641
+47
844
$65K ﹤0.01%
1,178
-220
845
$65K ﹤0.01%
698
-494
846
$64.6K ﹤0.01%
807
+285
847
$64.4K ﹤0.01%
826
+2
848
$64.3K ﹤0.01%
375
-509
849
$64.3K ﹤0.01%
688
+162
850
$64.3K ﹤0.01%
1,922
-216
32 33
34
35 36