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
1376
$15.9K ﹤0.01%
180
1377
$15.8K ﹤0.01%
400
1378
$15.8K ﹤0.01%
287
1379
$15.8K ﹤0.01%
34
1380
$15.7K ﹤0.01%
146
-307
1381
$15.7K ﹤0.01%
562
-372
1382
$15.6K ﹤0.01%
+360
1383
$15.6K ﹤0.01%
294
1384
$15.6K ﹤0.01%
332
+153
1385
$15.6K ﹤0.01%
306
+23
1386
$15.6K ﹤0.01%
+673
1387
$15.6K ﹤0.01%
239
1388
$15.5K ﹤0.01%
222
+24
1389
$15.4K ﹤0.01%
590
1390
$15.3K ﹤0.01%
100
-82
1391
$15.3K ﹤0.01%
728
+462
1392
$15.3K ﹤0.01%
460
1393
$15.2K ﹤0.01%
165
+145
1394
$15.2K ﹤0.01%
1,539
+1,429
1395
$15.2K ﹤0.01%
345
-6
1396
$15.1K ﹤0.01%
1,106
+55
1397
$15K ﹤0.01%
686
+357
1398
$14.9K ﹤0.01%
+301
1399
$14.9K ﹤0.01%
166
-12
1400
$14.9K ﹤0.01%
622
+48
54 55
56
57 58