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
$1.29B
AUM Growth
+$93.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,675
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$3.17M
3
+$1.95M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.93M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.87M

Top Sells

1
+$1.25M
2
+$680K
3
+$632K
4
FTA icon
First Trust Large Cap Value AlphaDEX Fund
FTA
+$607K
5
K icon
Kellanova
K
+$568K

Sector Composition

1 Technology 10.16%
2 Healthcare 7.85%
3 Financials 7.75%
4 Industrials 5.79%
5 Consumer Staples 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$16K ﹤0.01%
+245
952
$16K ﹤0.01%
591
953
$16K ﹤0.01%
313
+2
954
$16K ﹤0.01%
132
-137
955
$16K ﹤0.01%
7
956
$16K ﹤0.01%
587
957
$16K ﹤0.01%
656
958
$16K ﹤0.01%
205
959
$15K ﹤0.01%
300
960
$15K ﹤0.01%
400
961
$15K ﹤0.01%
19
962
$15K ﹤0.01%
160
-25
963
$15K ﹤0.01%
1,000
964
$15K ﹤0.01%
262
965
$15K ﹤0.01%
200
966
$15K ﹤0.01%
+565
967
$15K ﹤0.01%
550
968
$15K ﹤0.01%
636
969
$15K ﹤0.01%
2,000
970
$15K ﹤0.01%
116
+75
971
$15K ﹤0.01%
1,893
+689
972
$15K ﹤0.01%
381
-425
973
$15K ﹤0.01%
90
974
$15K ﹤0.01%
618
-387
975
$15K ﹤0.01%
373
-161
37 38
39
40 41