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
1351
$17.2K ﹤0.01%
991
-201
1352
$17.2K ﹤0.01%
397
-432
1353
$17.2K ﹤0.01%
461
+37
1354
$17K ﹤0.01%
+104
1355
$16.9K ﹤0.01%
+377
1356
$16.9K ﹤0.01%
1,175
+201
1357
$16.9K ﹤0.01%
845
-4,303
1358
$16.8K ﹤0.01%
529
+179
1359
$16.8K ﹤0.01%
224
-329
1360
$16.7K ﹤0.01%
218
+2
1361
$16.6K ﹤0.01%
204
+37
1362
$16.6K ﹤0.01%
374
-73
1363
$16.6K ﹤0.01%
504
-3
1364
$16.5K ﹤0.01%
159
-35
1365
$16.5K ﹤0.01%
934
1366
$16.4K ﹤0.01%
2
1367
$16.3K ﹤0.01%
903
+63
1368
$16.3K ﹤0.01%
+220
1369
$16.3K ﹤0.01%
131
+21
1370
$16.2K ﹤0.01%
107
1371
$16.2K ﹤0.01%
90
+86
1372
$16K ﹤0.01%
221
+1
1373
$16K ﹤0.01%
317
1374
$16K ﹤0.01%
+353
1375
$15.9K ﹤0.01%
+188
53 54
55
56 57