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
926
$52.1K ﹤0.01%
670
-534
927
$51.7K ﹤0.01%
254
+4
928
$51.6K ﹤0.01%
172
+51
929
$51.6K ﹤0.01%
212
-18
930
$51.5K ﹤0.01%
2,513
931
$51.3K ﹤0.01%
1,122
+78
932
$51.3K ﹤0.01%
499
+15
933
$51.3K ﹤0.01%
760
934
$51K ﹤0.01%
277
+54
935
$50.9K ﹤0.01%
700
936
$50.8K ﹤0.01%
550
+103
937
$50.8K ﹤0.01%
441
+69
938
$50.8K ﹤0.01%
500
-1,311
939
$50.7K ﹤0.01%
163
+14
940
$50.5K ﹤0.01%
564
-4
941
$50.3K ﹤0.01%
1,018
-2,710
942
$49.9K ﹤0.01%
430
+65
943
$49.8K ﹤0.01%
859
944
$49.8K ﹤0.01%
969
+201
945
$49.6K ﹤0.01%
410
+50
946
$49.3K ﹤0.01%
+1,094
947
$49K ﹤0.01%
2,302
+465
948
$49K ﹤0.01%
710
+24
949
$49K ﹤0.01%
282
+10
950
$48.9K ﹤0.01%
970
+141
36 37
38
39 40