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
951
$48.7K ﹤0.01%
717
-340
952
$48.6K ﹤0.01%
2,031
-2,214
953
$48.6K ﹤0.01%
1,254
-392
954
$48.6K ﹤0.01%
526
-33
955
$48.5K ﹤0.01%
523
+43
956
$48.3K ﹤0.01%
1,328
+21
957
$48.3K ﹤0.01%
858
+407
958
$48K ﹤0.01%
719
-2,054
959
$48K ﹤0.01%
139
960
$47.8K ﹤0.01%
1,252
-2,439
961
$47.7K ﹤0.01%
578
+117
962
$47.6K ﹤0.01%
3,073
+2,646
963
$47.5K ﹤0.01%
92
-214
964
$47.4K ﹤0.01%
1,621
965
$47.3K ﹤0.01%
415
966
$47.3K ﹤0.01%
390
-329
967
$47.3K ﹤0.01%
361
968
$47.2K ﹤0.01%
841
-37
969
$47.1K ﹤0.01%
127
+5
970
$47.1K ﹤0.01%
527
-91
971
$47.1K ﹤0.01%
866
+260
972
$46.7K ﹤0.01%
584
973
$46.6K ﹤0.01%
1,219
-66
974
$46.6K ﹤0.01%
943
-84
975
$46.6K ﹤0.01%
3,086
+235
37 38
39
40 41