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
1401
$14.7K ﹤0.01%
249
-11
1402
$14.7K ﹤0.01%
1,213
+522
1403
$14.7K ﹤0.01%
453
-9
1404
$14.6K ﹤0.01%
396
1405
$14.6K ﹤0.01%
192
+12
1406
$14.6K ﹤0.01%
585
1407
$14.6K ﹤0.01%
362
+41
1408
$14.5K ﹤0.01%
117
-42
1409
$14.5K ﹤0.01%
226
1410
$14.5K ﹤0.01%
370
1411
$14.5K ﹤0.01%
40
-23
1412
$14.4K ﹤0.01%
554
-3,754
1413
$14.4K ﹤0.01%
1,500
1414
$14.4K ﹤0.01%
725
-266
1415
$14.3K ﹤0.01%
941
+88
1416
$14.3K ﹤0.01%
775
+345
1417
$14.3K ﹤0.01%
1,019
1418
$14.3K ﹤0.01%
612
-396
1419
$14.3K ﹤0.01%
276
-5,590
1420
$14.2K ﹤0.01%
208
+2
1421
$14.2K ﹤0.01%
267
-43
1422
$14K ﹤0.01%
72
-6
1423
$14K ﹤0.01%
559
1424
$14K ﹤0.01%
1,248
+206
1425
$13.9K ﹤0.01%
216
+47
55 56
57
58 59