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
1301
$2K ﹤0.01%
+19
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138
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1,189
+5
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46
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235
1315
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6
1316
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156
+35
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+127
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225
1321
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316
1322
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115
-295
1323
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19
-10
1324
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81
-1,764
1325
$2K ﹤0.01%
+21
51 52
53
54 55