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
1076
$35.7K ﹤0.01%
397
+201
1077
$35.7K ﹤0.01%
440
+173
1078
$35.7K ﹤0.01%
709
-460
1079
$35.4K ﹤0.01%
268
+25
1080
$35.4K ﹤0.01%
1,310
+127
1081
$35.3K ﹤0.01%
1,807
+632
1082
$35.3K ﹤0.01%
845
+532
1083
$35.2K ﹤0.01%
1,599
-53
1084
$35.2K ﹤0.01%
517
1085
$35.2K ﹤0.01%
862
1086
$35.2K ﹤0.01%
908
-236
1087
$35.2K ﹤0.01%
381
+61
1088
$35.2K ﹤0.01%
711
-137
1089
$35.1K ﹤0.01%
592
+28
1090
$35.1K ﹤0.01%
975
+214
1091
$35.1K ﹤0.01%
1,555
+248
1092
$35K ﹤0.01%
1,351
+247
1093
$35K ﹤0.01%
452
-210
1094
$35K ﹤0.01%
1,288
-85
1095
$34.9K ﹤0.01%
444
+64
1096
$34.9K ﹤0.01%
113
-2
1097
$34.8K ﹤0.01%
2,403
+41
1098
$34.8K ﹤0.01%
201
-23
1099
$34.7K ﹤0.01%
542
1100
$34.6K ﹤0.01%
825
42 43
44
45 46