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
1001
$43.3K ﹤0.01%
1,622
1002
$43.3K ﹤0.01%
467
-16
1003
$43.3K ﹤0.01%
658
1004
$43.1K ﹤0.01%
1,397
-35
1005
$43.1K ﹤0.01%
239
+48
1006
$43.1K ﹤0.01%
828
-163
1007
$43.1K ﹤0.01%
504
+2
1008
$42.9K ﹤0.01%
610
-70
1009
$42.8K ﹤0.01%
1,416
1010
$42.8K ﹤0.01%
1,785
+621
1011
$42.8K ﹤0.01%
694
1012
$42.7K ﹤0.01%
593
+109
1013
$42.7K ﹤0.01%
1,183
1014
$42.6K ﹤0.01%
1,184
1015
$42.6K ﹤0.01%
489
1016
$42.5K ﹤0.01%
1,242
+221
1017
$42.4K ﹤0.01%
618
1018
$42.4K ﹤0.01%
+1,031
1019
$42.4K ﹤0.01%
228
-65
1020
$42.3K ﹤0.01%
1,039
+177
1021
$42K ﹤0.01%
517
+21
1022
$41.9K ﹤0.01%
6,055
+1,103
1023
$41.6K ﹤0.01%
318
-3
1024
$41.4K ﹤0.01%
1,602
1025
$41.4K ﹤0.01%
2,267
39 40
41
42 43