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
976
$46.5K ﹤0.01%
589
-94
977
$46.4K ﹤0.01%
460
-7
978
$46.2K ﹤0.01%
467
979
$46.2K ﹤0.01%
411
+1
980
$46K ﹤0.01%
117
+10
981
$45.9K ﹤0.01%
270
+12
982
$45.7K ﹤0.01%
223
+11
983
$45.7K ﹤0.01%
389
-47
984
$45K ﹤0.01%
240
-8
985
$44.9K ﹤0.01%
570
+16
986
$44.9K ﹤0.01%
1,652
-47
987
$44.8K ﹤0.01%
960
+185
988
$44.8K ﹤0.01%
1,469
-611
989
$44.6K ﹤0.01%
+1,808
990
$44.6K ﹤0.01%
739
+6
991
$44.4K ﹤0.01%
700
992
$44.2K ﹤0.01%
1,607
-220
993
$44.2K ﹤0.01%
870
994
$44.2K ﹤0.01%
245
-57
995
$44K ﹤0.01%
922
996
$44K ﹤0.01%
3,066
+156
997
$43.9K ﹤0.01%
402
998
$43.9K ﹤0.01%
238
-50
999
$43.5K ﹤0.01%
128
-49
1000
$43.4K ﹤0.01%
992
38 39
40
41 42