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
851
$64.1K ﹤0.01%
260
-18
852
$64K ﹤0.01%
325
853
$64K ﹤0.01%
1,124
-243
854
$63.9K ﹤0.01%
1,052
+98
855
$63.7K ﹤0.01%
32
-3
856
$63.6K ﹤0.01%
593
857
$63.4K ﹤0.01%
1,467
858
$62.9K ﹤0.01%
695
-1,755
859
$62.8K ﹤0.01%
273
+29
860
$62.7K ﹤0.01%
687
+37
861
$62.7K ﹤0.01%
268
-57
862
$62.6K ﹤0.01%
1,298
+111
863
$62.1K ﹤0.01%
990
+58
864
$62K ﹤0.01%
1,000
-1,712
865
$61.7K ﹤0.01%
3,144
-2,586
866
$61.7K ﹤0.01%
667
+648
867
$61.5K ﹤0.01%
1,187
-503
868
$61.1K ﹤0.01%
285
-33
869
$60.9K ﹤0.01%
1,433
-5,953
870
$60.7K ﹤0.01%
244
-120
871
$60.6K ﹤0.01%
4,285
+325
872
$60.5K ﹤0.01%
1,500
873
$60.3K ﹤0.01%
552
874
$60.2K ﹤0.01%
1,335
-2,540
875
$59.8K ﹤0.01%
381
-56
33 34
35
36 37