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
876
$59.6K ﹤0.01%
598
-78
877
$59.4K ﹤0.01%
612
+358
878
$59.3K ﹤0.01%
1,333
+355
879
$59.1K ﹤0.01%
511
-61
880
$58.7K ﹤0.01%
519
-2
881
$58.7K ﹤0.01%
439
+186
882
$58.1K ﹤0.01%
1,591
-243
883
$58.1K ﹤0.01%
1,279
-206
884
$58K ﹤0.01%
416
-692
885
$58K ﹤0.01%
843
+21
886
$57.8K ﹤0.01%
171
887
$57.8K ﹤0.01%
8,545
+487
888
$57.8K ﹤0.01%
1,503
+16
889
$57.6K ﹤0.01%
+1,813
890
$57.6K ﹤0.01%
438
-142
891
$57.5K ﹤0.01%
444
-232
892
$57.3K ﹤0.01%
3,353
+248
893
$56.4K ﹤0.01%
5,780
+866
894
$56.3K ﹤0.01%
1,284
+115
895
$56.3K ﹤0.01%
4,236
-95
896
$56.2K ﹤0.01%
622
897
$55.7K ﹤0.01%
165
-6
898
$55.6K ﹤0.01%
298
-25
899
$55.6K ﹤0.01%
1,453
-215
900
$55.5K ﹤0.01%
888
+148
34 35
36
37 38