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
1101
$34.6K ﹤0.01%
5,385
1102
$34.4K ﹤0.01%
3,279
-178
1103
$34.4K ﹤0.01%
701
+214
1104
$34.4K ﹤0.01%
937
+209
1105
$34.3K ﹤0.01%
282
1106
$34.3K ﹤0.01%
514
+79
1107
$34.3K ﹤0.01%
+73
1108
$34.3K ﹤0.01%
253
-72
1109
$34.3K ﹤0.01%
535
+136
1110
$34.3K ﹤0.01%
377
1111
$34.2K ﹤0.01%
2,933
+259
1112
$33.9K ﹤0.01%
1,153
-127
1113
$33.9K ﹤0.01%
131
+37
1114
$33.5K ﹤0.01%
55
-10
1115
$33.5K ﹤0.01%
+2,385
1116
$33.4K ﹤0.01%
1,506
-502
1117
$33.3K ﹤0.01%
1,000
1118
$33.3K ﹤0.01%
873
-73
1119
$32.9K ﹤0.01%
896
-108
1120
$32.8K ﹤0.01%
295
-3
1121
$32.8K ﹤0.01%
100
-14
1122
$32.7K ﹤0.01%
218
-131
1123
$32.6K ﹤0.01%
980
-179
1124
$32.6K ﹤0.01%
477
-24
1125
$32.5K ﹤0.01%
232
-34
43 44
45
46 47