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
1226
$24.1K ﹤0.01%
284
1227
$24K ﹤0.01%
104
+87
1228
$24K ﹤0.01%
1,247
-1,087
1229
$23.9K ﹤0.01%
712
+106
1230
$23.9K ﹤0.01%
408
+95
1231
$23.7K ﹤0.01%
+524
1232
$23.6K ﹤0.01%
266
+48
1233
$23.6K ﹤0.01%
845
+27
1234
$23.5K ﹤0.01%
587
-553
1235
$23.5K ﹤0.01%
2,038
-399
1236
$23.4K ﹤0.01%
2,201
+298
1237
$23.4K ﹤0.01%
161
-98
1238
$23.4K ﹤0.01%
746
1239
$23.4K ﹤0.01%
558
1240
$23.3K ﹤0.01%
235
-10
1241
$23.2K ﹤0.01%
923
1242
$23.1K ﹤0.01%
214
+200
1243
$23.1K ﹤0.01%
+1,316
1244
$23K ﹤0.01%
910
-8,144
1245
$23K ﹤0.01%
951
-182
1246
$22.9K ﹤0.01%
1,090
+332
1247
$22.9K ﹤0.01%
699
-58
1248
$22.9K ﹤0.01%
802
1249
$22.9K ﹤0.01%
122
+20
1250
$22.9K ﹤0.01%
1,291
+18
48 49
50
51 52