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
$878M
AUM Growth
+$91.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,798
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$6.13M
3
+$5.38M
4
PG icon
Procter & Gamble
PG
+$5.04M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.75M

Top Sells

1
+$6.28M
2
+$3.9M
3
+$3.84M
4
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$3.75M
5
FXU icon
First Trust Utilities AlphaDEX Fund
FXU
+$3.62M

Sector Composition

1 Technology 8.34%
2 Financials 8.32%
3 Healthcare 7.73%
4 Consumer Staples 6.49%
5 Consumer Discretionary 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$3K ﹤0.01%
134
1277
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199
+24
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+102
1279
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143
+9
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358
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1285
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+69
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36
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1288
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+324
1289
$2K ﹤0.01%
69
-1,036
1290
$2K ﹤0.01%
82
-41
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$2K ﹤0.01%
81
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1293
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1294
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109
-197
1295
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32
-14
1296
$2K ﹤0.01%
214
+3
1297
$2K ﹤0.01%
86
1298
$2K ﹤0.01%
180
1299
$2K ﹤0.01%
+68
1300
$2K ﹤0.01%
+63
50 51
52
53 54