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
1326
$18.2K ﹤0.01%
1,714
+249
1327
$18.1K ﹤0.01%
440
+1
1328
$18.1K ﹤0.01%
739
1329
$18.1K ﹤0.01%
391
-256
1330
$18.1K ﹤0.01%
908
+83
1331
$18K ﹤0.01%
278
-479
1332
$18K ﹤0.01%
351
-66
1333
$18K ﹤0.01%
775
-2,060
1334
$17.9K ﹤0.01%
607
1335
$17.8K ﹤0.01%
124
1336
$17.8K ﹤0.01%
123
-10
1337
$17.8K ﹤0.01%
1,078
1338
$17.7K ﹤0.01%
1,000
1339
$17.7K ﹤0.01%
351
-6
1340
$17.6K ﹤0.01%
486
1341
$17.6K ﹤0.01%
842
+31
1342
$17.6K ﹤0.01%
300
1343
$17.6K ﹤0.01%
402
-7
1344
$17.5K ﹤0.01%
187
+44
1345
$17.5K ﹤0.01%
542
+178
1346
$17.5K ﹤0.01%
70
1347
$17.4K ﹤0.01%
1,319
+11
1348
$17.4K ﹤0.01%
677
1349
$17.4K ﹤0.01%
+1,992
1350
$17.2K ﹤0.01%
240
+50
52 53
54
55 56