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
1251
$22.8K ﹤0.01%
857
+818
1252
$22.8K ﹤0.01%
12,334
+734
1253
$22.8K ﹤0.01%
793
1254
$22.8K ﹤0.01%
388
+46
1255
$22.7K ﹤0.01%
584
1256
$22.6K ﹤0.01%
96
-5
1257
$22.6K ﹤0.01%
208
+28
1258
$22.5K ﹤0.01%
642
+26
1259
$22.4K ﹤0.01%
345
+171
1260
$22.3K ﹤0.01%
768
+480
1261
$22.2K ﹤0.01%
196
-8
1262
$22.1K ﹤0.01%
653
-25
1263
$22.1K ﹤0.01%
170
1264
$22.1K ﹤0.01%
1,073
+166
1265
$22K ﹤0.01%
6,112
1266
$21.9K ﹤0.01%
261
1267
$21.8K ﹤0.01%
204
+29
1268
$21.6K ﹤0.01%
4,740
-190
1269
$21.5K ﹤0.01%
676
1270
$21.5K ﹤0.01%
389
-8
1271
$21.4K ﹤0.01%
767
1272
$21.4K ﹤0.01%
544
-63
1273
$21.4K ﹤0.01%
311
+126
1274
$21.4K ﹤0.01%
222
1275
$21.3K ﹤0.01%
410
49 50
51
52 53