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
1126
$32.4K ﹤0.01%
+112
1127
$32.4K ﹤0.01%
888
+49
1128
$32.3K ﹤0.01%
3,317
1129
$32.3K ﹤0.01%
583
1130
$32.1K ﹤0.01%
308
-1,075
1131
$32K ﹤0.01%
585
+80
1132
$32K ﹤0.01%
256
+14
1133
$32K ﹤0.01%
+552
1134
$31.9K ﹤0.01%
182
-14
1135
$31.8K ﹤0.01%
332
+121
1136
$31.6K ﹤0.01%
596
+73
1137
$31.6K ﹤0.01%
2,487
+804
1138
$31.6K ﹤0.01%
240
-167
1139
$31.5K ﹤0.01%
350
1140
$31.5K ﹤0.01%
1,979
+137
1141
$31.4K ﹤0.01%
229
+19
1142
$31.3K ﹤0.01%
552
1143
$31.3K ﹤0.01%
859
+4
1144
$31.1K ﹤0.01%
1,000
1145
$30.7K ﹤0.01%
917
-164
1146
$30.7K ﹤0.01%
+1,014
1147
$30.6K ﹤0.01%
58
-9
1148
$30.6K ﹤0.01%
+1,548
1149
$30.4K ﹤0.01%
397
+33
1150
$30.4K ﹤0.01%
599
+30
44 45
46
47 48