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
$898M
AUM Growth
+$334M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,555
New
Increased
Reduced
Closed

Top Buys

1
+$42M
2
+$21.9M
3
+$19.2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$17.6M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$13.7M

Top Sells

1
+$10.1M
2
+$4.76M
3
+$4.6M
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$4.38M
5
FXD icon
First Trust Consumer Discretionary AlphaDEX Fund
FXD
+$4.35M

Sector Composition

1 Healthcare 9.04%
2 Technology 7.8%
3 Financials 7.47%
4 Consumer Staples 5.73%
5 Industrials 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$2K ﹤0.01%
50
1202
$2K ﹤0.01%
23
+12
1203
$2K ﹤0.01%
168
+114
1204
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111
+105
1205
$2K ﹤0.01%
250
1206
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1207
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125
1208
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102
1209
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66
1210
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+129
1211
$1K ﹤0.01%
41
-19
1212
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41
1213
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+31
1214
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33
1215
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+30
1216
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33
1217
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1218
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40
-18
1219
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83
-353
1220
$1K ﹤0.01%
29
1221
$1K ﹤0.01%
+108
1222
$1K ﹤0.01%
52
1223
$1K ﹤0.01%
425
-241
1224
$1K ﹤0.01%
133
1225
$1K ﹤0.01%
+90
47 48
49
50 51