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
1151
$30.3K ﹤0.01%
285
-89
1152
$30.3K ﹤0.01%
119
-135
1153
$30K ﹤0.01%
1,291
+111
1154
$30K ﹤0.01%
971
1155
$29.9K ﹤0.01%
283
-21
1156
$29.9K ﹤0.01%
671
-38
1157
$29.8K ﹤0.01%
10,938
-6,414
1158
$29.6K ﹤0.01%
81
1159
$29.6K ﹤0.01%
609
+92
1160
$29.5K ﹤0.01%
166
-32
1161
$29.4K ﹤0.01%
2,894
+1,787
1162
$29.4K ﹤0.01%
253
+69
1163
$29.3K ﹤0.01%
565
-258
1164
$29.2K ﹤0.01%
613
1165
$29.2K ﹤0.01%
124
+29
1166
$29.1K ﹤0.01%
72
+9
1167
$29.1K ﹤0.01%
579
-159
1168
$28.7K ﹤0.01%
1,130
+971
1169
$28.7K ﹤0.01%
188
1170
$28.4K ﹤0.01%
920
+32
1171
$28.4K ﹤0.01%
163
-183
1172
$28.2K ﹤0.01%
1,773
+258
1173
$28.1K ﹤0.01%
558
+8
1174
$28.1K ﹤0.01%
282
-22
1175
$27.9K ﹤0.01%
368
-120
45 46
47
48 49