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
1026
$41.3K ﹤0.01%
325
-38
1027
$41.1K ﹤0.01%
627
1028
$40.9K ﹤0.01%
238
-67
1029
$40.8K ﹤0.01%
1,395
-162
1030
$40.7K ﹤0.01%
472
-1,336
1031
$40.5K ﹤0.01%
2,629
-389
1032
$40.3K ﹤0.01%
244
+40
1033
$40.2K ﹤0.01%
1,470
+510
1034
$40.1K ﹤0.01%
1,463
1035
$40K ﹤0.01%
697
-373
1036
$40K ﹤0.01%
379
-10
1037
$39.7K ﹤0.01%
407
1038
$39.6K ﹤0.01%
557
+53
1039
$39.5K ﹤0.01%
278
1040
$39.5K ﹤0.01%
465
+1
1041
$39.5K ﹤0.01%
3,908
1042
$39.4K ﹤0.01%
274
+130
1043
$39.4K ﹤0.01%
1,191
-157
1044
$39.4K ﹤0.01%
1,090
1045
$39.3K ﹤0.01%
440
1046
$39.3K ﹤0.01%
164
-7
1047
$39.2K ﹤0.01%
205
-21
1048
$39.1K ﹤0.01%
247
-151
1049
$39K ﹤0.01%
698
+14
1050
$39K ﹤0.01%
553
+130
40 41
42
43 44