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
1301
$19.6K ﹤0.01%
833
+247
1302
$19.5K ﹤0.01%
577
-321
1303
$19.5K ﹤0.01%
136
1304
$19.4K ﹤0.01%
270
1305
$19.2K ﹤0.01%
541
-566
1306
$19K ﹤0.01%
313
-488
1307
$19K ﹤0.01%
273
-59
1308
$18.9K ﹤0.01%
573
1309
$18.9K ﹤0.01%
736
-1,730
1310
$18.9K ﹤0.01%
232
-5
1311
$18.9K ﹤0.01%
784
1312
$18.8K ﹤0.01%
1,510
1313
$18.8K ﹤0.01%
615
-471
1314
$18.8K ﹤0.01%
279
-7
1315
$18.8K ﹤0.01%
544
1316
$18.7K ﹤0.01%
706
1317
$18.6K ﹤0.01%
1,271
+5
1318
$18.5K ﹤0.01%
361
1319
$18.4K ﹤0.01%
117
+43
1320
$18.4K ﹤0.01%
694
-218
1321
$18.3K ﹤0.01%
1,656
-141
1322
$18.3K ﹤0.01%
118
-30
1323
$18.3K ﹤0.01%
517
-93
1324
$18.3K ﹤0.01%
617
1325
$18.2K ﹤0.01%
75
+6
51 52
53
54 55