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
901
$55.4K ﹤0.01%
1,641
+1,108
902
$55.3K ﹤0.01%
979
903
$55.3K ﹤0.01%
1,199
+298
904
$55.1K ﹤0.01%
462
905
$55.1K ﹤0.01%
666
+132
906
$54.8K ﹤0.01%
1,415
907
$54.8K ﹤0.01%
701
-89
908
$54.7K ﹤0.01%
411
909
$54.7K ﹤0.01%
330
+148
910
$54.4K ﹤0.01%
4,720
-26,774
911
$54.4K ﹤0.01%
497
912
$54.4K ﹤0.01%
+857
913
$54K ﹤0.01%
2,739
914
$53.8K ﹤0.01%
2,178
+25
915
$53.7K ﹤0.01%
1,166
+159
916
$53.6K ﹤0.01%
476
917
$53.6K ﹤0.01%
2,010
-60
918
$53.5K ﹤0.01%
346
-27
919
$53.5K ﹤0.01%
1,119
-171
920
$53.3K ﹤0.01%
1,784
+517
921
$53.1K ﹤0.01%
747
+25
922
$53.1K ﹤0.01%
266
-22
923
$52.8K ﹤0.01%
2,327
+296
924
$52.7K ﹤0.01%
917
-818
925
$52.5K ﹤0.01%
779
35 36
37
38 39