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
1051
$38.9K ﹤0.01%
212
+5
1052
$38.8K ﹤0.01%
288
-126
1053
$38.8K ﹤0.01%
575
1054
$38.6K ﹤0.01%
264
1055
$38.3K ﹤0.01%
362
-58
1056
$38.1K ﹤0.01%
1,391
-1,133
1057
$37.8K ﹤0.01%
357
+71
1058
$37.7K ﹤0.01%
811
+109
1059
$37.7K ﹤0.01%
329
1060
$37.6K ﹤0.01%
697
+570
1061
$37.6K ﹤0.01%
+1,237
1062
$37.5K ﹤0.01%
329
-56
1063
$37.3K ﹤0.01%
1,176
+70
1064
$37.2K ﹤0.01%
705
-92
1065
$37.2K ﹤0.01%
692
1066
$37K ﹤0.01%
164
+6
1067
$37K ﹤0.01%
591
1068
$37K ﹤0.01%
200
-84
1069
$36.9K ﹤0.01%
+1,035
1070
$36.8K ﹤0.01%
149
+33
1071
$36.2K ﹤0.01%
345
1072
$35.9K ﹤0.01%
+874
1073
$35.9K ﹤0.01%
745
-2,716
1074
$35.9K ﹤0.01%
194
-17
1075
$35.8K ﹤0.01%
171
-61
41 42
43
44 45