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
1201
$25.8K ﹤0.01%
99
+13
1202
$25.7K ﹤0.01%
1,037
+52
1203
$25.7K ﹤0.01%
700
1204
$25.6K ﹤0.01%
287
-72
1205
$25.6K ﹤0.01%
138
+124
1206
$25.5K ﹤0.01%
624
1207
$25.5K ﹤0.01%
354
-107
1208
$25.4K ﹤0.01%
1,156
-292
1209
$25.4K ﹤0.01%
570
+111
1210
$25.2K ﹤0.01%
1,359
1211
$25.2K ﹤0.01%
261
-19
1212
$25.2K ﹤0.01%
166
1213
$25.1K ﹤0.01%
322
-28
1214
$25.1K ﹤0.01%
324
-3
1215
$25.1K ﹤0.01%
1,763
+130
1216
$24.9K ﹤0.01%
1,125
1217
$24.8K ﹤0.01%
1,117
1218
$24.5K ﹤0.01%
808
-82
1219
$24.4K ﹤0.01%
387
-81
1220
$24.4K ﹤0.01%
580
1221
$24.4K ﹤0.01%
1,248
-853
1222
$24.3K ﹤0.01%
977
1223
$24.3K ﹤0.01%
297
-294
1224
$24.3K ﹤0.01%
1,243
+83
1225
$24.2K ﹤0.01%
304
47 48
49
50 51